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Report to include opportunity activities

Nickel Super Contributor
Posts: 843
Country: United States

Report to include opportunity activities

Any way to add opportunity activities to any of the opp reports?
Rita Kogstad
RKA Associates
Stamford, CT
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Report to include opportunity activities

Rita

Not without using a third party report generator. The ACT! report engine has the capabilities but the built in data sourcing restricts the capabilities. What's needed is an ODBC interface for the ACT! reports. Please make a feature request. 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 478
Country: Australia

Re: Report to include opportunity activities

Do you have a few 3rd party products that jump out at you???

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
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Report to include opportunity activities

Depends on how much you want to invest in learning time and money but here are some options, Crystal Reports, Stonefield Query or Access reports.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 478
Country: Australia

Re: Report to include opportunity activities

I had a copy of Crystal Reports a year ago, it was a little involved :-) I might dust it off and have another look at it

 

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