Community
Showing results for 
Search instead for 
Do you mean 
Reply

Postal code in "Pipeline repot by sales stage"

New Member
Posts: 3
Country: Belgium

Postal code in "Pipeline repot by sales stage"

I am trying to modify the “Pipeline report by sales stage” to include the postal code of the prospect (and do a sorting on this code).

 

Is this possible?

 

Best reagrds

Peter Timmermans

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Postal code in "Pipeline repot by sales stage"

Not with the ACT! reports. The postal code isn't a field in the opportunity table. The best choice would be to use a third party report editor like Durkin Impact Reports or use an addon to copy the postal code from the contact table to the opportunity table so it would be available to the ACT! reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Super Contributor
Posts: 341
Country: USA

Re: Postal code in "Pipeline repot by sales stage"

You can create a SQL script that allows you to create a CSV file that comes from the Contact table and Opportunities, in this way You can open that in an Excel file to segment information by Sales Stage and by postcode.

 

Best regards,

 

 

Juan Carlos Otero
juancarlostero@icloud.com