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Add last contact note field to opportunities by company report

New Member
Posts: 1
Country: Australia

Add last contact note field to opportunities by company report

Hi all,

I am creating a A5 note sheet for my client managers Day-Timer Diaries.

I have modified several reports to find I can not get all the info wanted to link especially opportunities.

I am now modifying the Opportunities by company report this is OK  but now can not link the last call note fields.

Has any one done this exercise successfully, I would appreciate your help.

Thanks

David

 

 

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Add last contact note field to opportunities by company report

Adding a nets subreport is simple. However there isn't any setting to limit the notes to only the last entry.A year ago I would have told you that it couldn't be done but since then I've been able to create a report template that would print only the most recent note. The process required extensive scripting to accomplish limit the printout to only the most recent note.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 15
Country: United States

Re: Add last contact note field to opportunities by company report

Roy has this problem of just printing the last note been fixed?

 

Thank you,
Joe

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Add last contact note field to opportunities by company report

There's nothing to fix, it's not a defined feature of the ACT! reports. I was able to do it through extensive script programming.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129