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Act 2010 opportunity reports

Tuned Listener
Posts: 4
Country: United States

Act 2010 opportunity reports

In Act 2007 the opportunity tab had a details field which I would use to update opportunities and the detail field was used in my customized opportunity reports, when I updated to 2010 all information in the detail field was transferred to the opportunity notes field.  How do I add the notes field to my customized opportunity reports?
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Act 2010 opportunity reports

Because of limitations of the present data sourcing in the ACT! reports, you can't access the notes, history, activities contacts, groups or companies information in an opportunity based report. This is an issues with the data wourcing for reports, not a limitation of the report engine. Please make a request in Share your ideas to have the report data sourcing opened up. The more requests the better.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129