Community
Showing results for 
Search instead for 
Do you mean 
Reply

Relationship Tab and reports

Copper Super Contributor
Posts: 478
Country: Australia

Relationship Tab and reports

Hi all

 

Maybe a stupid question, can one transfer the relationship data to a report, I have a report that i have customised and would like to include this data in it

 

Thanks


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Moderator
Posts: 4,395
Country: USA

Re: Relationship Tab and reports

At this time, relationships cannot be added in reports.

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/

Copper Super Contributor
Posts: 478
Country: Australia

Re: Relationship Tab and reports

Just wanted to check if any of the updated in the last year changed the situation for the relationship tab and reports, i missed a lot of the forum topics during the year and wondering if something slipped passed me :-)

 

Thanks

 

Jason

 


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Relationship Tab and reports

I beleive there have been no changes in this regard in Act! 2010...
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Relationship Tab and reports

That is correct - Relationships are still not available for reporting.
Greg Martin
Sage