10-26-2009 01:40 PM
1) I have created a custom pipeline report that we will use regularly. It currently resides in "Other Reports in the reports menu. I would like to place the report in the report drop down menu under "opportunity reports" The problem is there is no "modify menu" option under reports. I am using Sage Premium for Workgroups 2006 Version 184.108.40.206. How do I do this?
2) I want to add a drop tab or arrow under the Opportunity Name window in the opportunities tab so the our sales team can select one out of 4 possible types of opportunities. I Can't seem for figure out how to do this.
10-27-2009 12:15 PM
1. Follow the knowledgebase article below.
2. Unfortunately this cannot be done in your current version. ACT! 2010 gives you the ability to customize the Opportunity layout.
08-17-2010 08:17 AM
I have ACT! by Sage 2009 (11.0) Version 220.127.116.11, Hotfix 1... similar request, wanting to modify/customize opportunity report and cannot seem to do; also modify contact reports but again it will not let me do what I am needing