10-05-2011 11:46 AM
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.
10-05-2011 11:59 AM
Sorry to tell you that there isn't any way to add the notes to an opportunity report with the ACT! reports.