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Opportunity Notes in Opportunity reports

New Member
Posts: 1
Country: USA

Opportunity Notes in Opportunity reports

How do you add the Notes field to an Opportunity report?  I have tried to modify a copy of the canned Pipeline report to include the Notes associated with an Opportunity, but when I try to add a new field to the report, the Notes field is not a part of the available fields for an Opportunity report. 

 

This came about because when my company converted from ACT! 2008 to 2011 there used to be a field that was a part of a Contact record's Opportunity called "Details".  After the upgrade and the split of the Opportunities away from the Contact record, the Details field was gone.  I was able to find the Details data in the Contact record's Note field.  When I tried to update the Pipeline report to change from the Details field to the Notes field is when I discovered the lack of access to the field when trying to modify an Opportunity report.

 

I am relatively new to ACT!, so any help would be greatly appreciated.

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Opportunity Notes in Opportunity reports

Sorry to tell you that there isn't any way to add the notes to an opportunity report with the ACT! reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129