06-15-2016 02:48 AM
When creating a new opportunity, I link multiple contacts and companies to that opportunity. However when I publish a report based on opportunities, It only shows one contact and their company. I need a report that shows all of the linked contacts and companies within an opportunity. Is there a way to do this?
06-15-2016 08:52 AM
With the ACT! reports your options are very limited. You could start with a contact report and an opportunity subgroup. each of the contacts linked to the opportunity would include the opportunity. I doubt that would be a satisfactorily solution for you. There is an Associate With field that can be used in an opportunity report however I believe (without specific testing) that it will show only one of the linked contacts.
The best option would be using a third party report editor like the Durkin Impact reports. An opportunity report that includes all the linked contacts would be possible.
06-16-2016 01:42 AM
I have downloaded Durkin Impact Reports but cannot get it to do what I want it to do. Its still only publishing the one contact. Can you give me any suggestions on how it could work?