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How to add Contact email address into Opportunity Reports

New Member
Posts: 10
Country: United States

How to add Contact email address into Opportunity Reports

I have modified some of the default Opportunity Reports but one consumer of these reports would like to have the customer contact email in the Opportunity Report.  Using the template editor, I can only enter Opportunity fields but none of them are the contact's email (the contact [o: contact] is only available.  Anyone know how I can add the contact's email field into an opportunity report?

 

Thanks,

Bob

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: How to add Contact email address into Opportunity Reports

For an opportunity based report, it can't be done. The only contact fields replicated from the contact table are company and contact.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,233
Country: USA

Re: How to add Contact email address into Opportunity Reports

You may want to check out our addon called Opportunity List Plus for ACT! http://www.durkincomputing.com/ACTAddonsOpportunityListPlus.aspx

 

It allows you to add any field from the contact table onto the Opportunity List. You can then print the list like a report or export to excel.

Printing supports sorting, grouping and math functions like Sum and average. You can designer multiple layouts for different reports.

 

thanks

-- jim durkin