02-08-2020 10:21 AM
I've been trying to create a 'Company' report which displays Opportunities associated with the selected Company/Companies, and then each individual Product/Service Line Item listed under each Opportunity.
Theoretically, you'd expect that this might be possible to create in the Act! report editor (which we all dislike so much for good reason!). It doesn't work.
The closest I can get is to build a report that shows the Company info, details of each associated Oppo, and a list of all Product/Service items under the first listed Opportunity only (weird).
I'm interested to know whether anyone is proficient enough with the report code to make this work, or to create the report with an addon. I guess it could be done with Clear Essentials or something similar maybe? I'd be grateful for any ideas.