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Template Help

New Member
Posts: 1
Country: United_Kingdom

Template Help

I am new to ACT and need to produce an opportunity report pretty sharpish.


What I am looking to produce is an A4+ sheet which contains the name of the opportunity, stage, value and probability but importantly a list of the associated contacts/clients together with a summary of last communication. I am surprised that this is not a basic report template. Can anyone point me in a direction of something that will meet this?






Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Template Help

You would have to use a third party report editor such as Crystal reports or the Durkin Action reports.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer