02-16-2009 04:58 PM
Hi, we are using Act Premium 9.0 and i have been extracting various data for various Managers that require specific columns (in Opps, Companies & Contacts).
Is there a way to save a particular column layout and use it for future reports (as per the default set that you get when you click Reset), or do i have to keep doing the setup each time?
A petty question, i know, but it would save me some time.
Thanks for any advice,
02-19-2009 07:13 AM
There is a way to save columns, but it will be faster to just reset and customize the columns again for each user.
Have you tried to customize any of the reports to fit your needs?
02-19-2009 02:22 PM
02-19-2009 04:36 PM
We have a couple of add-ons for ACT! which support multiple column set layouts.
You just click on the [Select Column Set] button and quickly switch between user defined columns sets.
This is just one of the many feature in Opportunity List Plus for ACT! and Contact List Plus for ACT!
You can download the free demo at : http://www.durkincomputing.com/Download.aspx
For more information :
-- jim durkin