01-22-2009 11:04 AM
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?
01-22-2009 11:19 AM
01-29-2009 09:30 PM
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.
-- jim durkin