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Company list with contacts

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Copper Contributor
Posts: 29
Country: USA
Accepted Solution

Company list with contacts

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


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Solution
Accepted by topic author cclark
‎09-25-2015 03:20 AM
Moderator
Posts: 704
Country: USA

Re: Company list with contacts

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.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com

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Solution
Accepted by topic author cclark
‎09-25-2015 03:20 AM
Moderator
Posts: 704
Country: USA

Re: Company list with contacts

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.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
Copper Contributor
Posts: 29
Country: USA

Re: Company list with contacts

Thanks so much. I never bothered to even use those company reports before! I am excited to see what we can use them for.

Moderator
Posts: 704
Country: USA

Re: Company list with contacts

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/

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com