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ACT 2011 Opportunity Report to include Opportunity Notes

New Member
Posts: 8
Country: USA

ACT 2011 Opportunity Report to include Opportunity Notes

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?

 

Kay Hughes

ACC

Kay Hughes
ACT! Certified Consultant
ACTion CRM
(205) 362-9738 / pkayhughes81960@msn.com
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: ACT 2011 Opportunity Report to include Opportunity Notes

That can't be done with the ACT! reports. Crystal Reports would be the best choice.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,233
Country: USA

Re: ACT 2011 Opportunity Report to include Opportunity Notes

Kay,

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:

 http://www.durkincomputing.com/ACT-Addons-OpportunityListPlus.aspx

 

Thanks

-- Jim Durkin