04-11-2013 06:26 AM
I'm running ACT! 2010 Premium.
Recently added "yes/no" fields to the Opportunity database for a series of steps part of our Opportuntiy process. As each is completed, the sales rep clicks it off.
I'm trying to display this in the report, but just get "Yes/No". Is there:
1. Any way to display just the first letter?
2. Leave blank any unchecked item
3. Display a check box?
If there's an add in (not Crystal, ok) that will do this, let me know.
Thanks in advance.
04-11-2013 09:06 AM
The answer to all three questions is yes and no you don't need an addon. You would need to use a custom field and a short embedded Visual Basic script to get the result you want.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.
Full disclusure I wrote the reports chapters of the book. The report chapters work for all version of the ACT! program since ACT! 2007.