09-05-2013 10:07 AM
I have an imported database that may not be set up in the most useful fashion. That being said, I'm using Act to run reports for law cases and the attorneys working on them. I have each case set up as a company and the attorneys are in a drop-down list for each case. I also have the attorneys saved as contacts but not linked because they all work on multiple cases.
What I want, is to run a report that shows all the cases that each attorney is working on without doing it one at a time. Is there a way to cross-reference the contacts and the names in my drop-down list and run the report from Contacts? A macro of some sort? Magic wand?
09-10-2013 09:47 AM
Welcome to the Act! Community Forum!
You could run a report that shows the contents of the dropdown menu, but not one that pulls up any of the Lawyer information stored on the contacts tab without adding those lawyers to the company.
You can add contacts to a company without linking them to the company simply by adding them on the contacts tab. This will allow you to do a typical company report and give the contact lists for each 'case'
09-11-2013 07:40 AM - edited 09-11-2013 08:21 AM
Nice thing about ACT! is that there is normally at least two ways of doing things.
However, it seems to me that you should be Creating Opportunities for Each Case?.
Your Opportunity Reports may give you greate reporting controls also then. Yep, you can even put your Attorney names in a drop down if you wish but no need to if you Create Opportunities from That Attorney Company / Contact Record.
Use the Desired Attorney Contact Record - Opportunity Tab and Creat New Opp...
Note When in the Opportunities module of ACT!
Using the Tab: Products / Services is a part of Creating a Opportunity...
Yep, there is still another way.
Cheers - FSBill