07-17-2008 02:20 PM
11-26-2008 05:36 PM
I am having a similar problem. I looked for the ACT Reader and could not find it. I also looked at Stonefield but could not find a price tag for this S/W. I am just a single user running ACT! 11 and need to generate a status for my boss sorted by the value of my opportunities. You wouldn't think this should be so difficult.
I have tried modifing the report "Opp. by Contact" but I am unable to sort the output by the value of the Opp.
Any suggestions ??
11-28-2008 05:13 AM
Have you considered sorting the opportunities by value in Opportunity List View then using the Export To Excel button to shoot the data into Excel. You could further modify / filter the data in Excel and print a report from there. If it gives you what you want it's far easier than trying to modify ACT! reports.
There are also a number of add-on products that allow you to mix and match data from different tables before printing or exporting to Excel. Top-line Dash (www.toplineresults.com ) is one example.
11-28-2008 07:43 AM