07-30-2013 12:45 PM
I am trying to create a list or group of Companies that will show contacts linked to that company. I can't seem to create this list. Is there a trick to it?
Thanks
ACT! Premium
08-07-2013 08:25 AM
cclark,
Welcome to the Act! Community Forums!
There's a report that may help you out. When looking at your database, go to Reports>Company Reports>Company Membership. It lists your company members by company. Let me know if that helps you out, or if I'm misunderstanding your question.
08-07-2013 08:25 AM
cclark,
Welcome to the Act! Community Forums!
There's a report that may help you out. When looking at your database, go to Reports>Company Reports>Company Membership. It lists your company members by company. Let me know if that helps you out, or if I'm misunderstanding your question.
08-07-2013 09:45 AM
Thanks so much. I never bothered to even use those company reports before! I am excited to see what we can use them for.
08-07-2013 11:57 AM
These reports can be customized further, though we really only offer documentation on the process at this time. if you need something created for you, I strongly suggest that you contact one of our Act! Certified Consultants for more information.
Here is the Knowledgebase Article for managing your Act! Reports: http://kb.sagesoftwareonline.com/app/answers/detail/a_id/14022/