06-24-2011 10:07 AM
I am researching the best way to run an opportunity report that will include the opportunity notes - Has anyone had success with this. Or does anyone know of a third party that can accomplish this report?
06-24-2011 11:05 AM
That can't be done with the ACT! reports. Crystal Reports would be the best choice.
06-25-2011 11:59 AM
We have an add-on which displays and prints the notes field directly from the opportunity list view.
The add-on is called Impact - Opportunity Module 2011. You can read more here:
-- Jim Durkin