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Custom Reports including opportunities notes designated by user

jsk
Astute Commentator
Posts: 15
Country: USA

Custom Reports including opportunities notes designated by user

Here is the scenerio:

 

ACT! premium 2012

 

I work for a chemical company that does multiple sample trials each month at different customers. After each trial we are supposed to input our information from the test into the "notes" section of the "opportunities" tab.

 

At the end of each month our salesmen write up a report in Word with the information from each trial and submit it to our manager. I would like to eliminate the need to fill out a report and am trying to find a way that my supervisor can print something off of ACT! each month. 


Is it possible to create a custom report that prints off all of the notes/history input by a single user for a specified date(e.g., July)?

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Custom Reports including opportunities notes designated by user

Yes but not with the report editor included with the ACT! program. The best bet is the Durkin Action reports, a third party report editor.

 

Contact me by private message for more information.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129