11-14-2016 07:32 AM
My company is new to Act! (and so am I).
We are a construction based company.
Each opportunity we have will have multiple contacts/companies attached to it.
The problem that we are running into is that only the first linked company is displaying when running reports.
How can we manipulate the software to have, say, a general contractor, multiple material suppliers and installers listed. We then will need to run reports that reflect those companies and their roles.
Has anyone faced this dilemma? And if so what was your approach to fix it?
Thanks in advance - Joey
11-14-2016 09:26 AM
If these need to be opportunity reports it's likely that you will need to use a third party report editor such as Durkin Impact reports but it should be possible to design an acceptable report template for what you need.
11-14-2016 09:33 AM
Another solution to the problem I thought about be to add fields to the form for each type of vendor. Can these fields be linked to my companies?
11-15-2016 03:41 AM
Fields can only be linked between Contacts and Companies. Here's a Knowledgebase article with more info on this: http://kb.act.com/app/answers/detail/a_id/19170