01-21-2011 02:14 PM
In our company, we have one person who does the majority of the data entry into ACT! for all of our producers. When customizing our ACT! database, we created a producer field to identify whose prospect it was, now we want to filter, graph, and report opportunity by the producer field instead of the record manager field. I can't find a way to add the filtering option like that, does anyone have any ideas?
01-21-2011 03:58 PM
As far as the ACT! reports, you wouldn't be able to filter by that field. You have a couple of choices. One is to edit the record manager field to reflect the producer however that would require that you have an ACT! license for each of the producers. The other option would be to use Crystal Reports for the report. Crystal can do the filtering that you want.
01-26-2011 03:18 PM
Take a look at TopLine Dashboard for this - http://www.toplineresults.com/products/toplinedash/index.htm
01-27-2011 10:17 AM
Impossible with the ACT! reports.