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How to filter opportinities by Industry, city and record manager?

New Member
Posts: 4
Country: Vietnam

How to filter opportinities by Industry, city and record manager?

Hi All

 

Our company would like to make  opportunity reporting which are filtrated by Industry, city and record manager.

 

Thanks

 

ngvquoc

Moderator
Posts: 4,395
Country: USA

Re: How to filter opportunities by Industry, city and record manager?

Not exactly sure, but I don't think you can sort by contact fields in an opportunity report.  Follow the KB below on how to change sort order on existing reports.

 

How to Change the Sort Order in an Existing Report

Bronze Super Contributor
Posts: 1,233
Country: USA

Re: How to filter opportunity by Industry, city and record manager?

We have an addon called Opportunity List Plus for ACT! This addon allows the user to add into the opportunity list any field from the contact table. Once these fields/columns have been added you can, sort, filter, colonize and/or group into ant report or excel file.

 

Check it out at: http://www.durkincomputing.com/ACTAddonsOpportunityListPlus.aspx

 

thanks

-- jim durkin