10-09-2009 12:33 PM
10-12-2009 09:37 AM
10-09-2009 04:33 PM
First, did you do a refresh after you added information to the memo field?
Second, unless you left out steps, you added the memo field to the company portion of the report template, not the opportunity subreport.
FYI it's very hard to make sense out of the steps you went through when you run them all together. I had to copy you posting and break it into a list of steps to really get the sense of what you were doing.
10-09-2009 08:58 PM
Refresh? Where do I do refresh?
I did add the memo field to the sub report.
Thanks for the tip on presenting the steps. I'll avoid running them together in the future.
10-11-2009 07:04 AM
Here's some more information.
If I remove the memo field, the report prints just fine. I don't have any problem seeing the field on the screen or entering data into the memo field.
It's only when I add the memo field to the report do I get that error message when attempting to print it. It is as if the memo field is not compatible with the report.
Hope that helped a little.
10-12-2009 09:37 AM
10-12-2009 10:48 AM
To receive the answer you posted t his morning, special Kudos have to be served up. It was obvious that in order to give the answer you expended a considerable amount of effort.
Thank you for your contribution to this board.
09-09-2010 07:35 AM
I believe I found the correct 2010 trick to achive your needs for Reporting Opps by Company with a Memo field.
Are you still in need of solution? Cheers - FSB
09-09-2010 08:06 AM
Good morning. Yes, I would still like to add the memo field to the report.
09-09-2010 09:56 AM
Stay Tuned for more details, will prepare a procedure for you to try. Should work fine. Be back in a few minutes - Cheers - FSB
09-09-2010 11:10 AM - edited 09-09-2010 11:50 AM
Sounds like you may need to run ACTDIAG ?
Here are the procedures I just used to confirm. Using vista homeprem, act2010std hfix3
ACT!2010 std How To add a Memo field to a Opportunity REPORT.
Note; If things aren't working right, you may need to run ACTDIAG and use Rebuild options, Schema, Opportunities, etc...
Start here; Click on the ACT!2010 Opportunities Button in lower left portion of your Navigation Bar
Then from Nav bar, click on View All Opportunities.
ASSUMING YOU HAVE ALREADY CREATED YOUR MEMO FIELD
ALSO Assuming you have already created at least one opportunity, From List View, double click on one of your opportunities to open it(Detail View).
Select Modify Layout from Nav Bar on your left.
MEMO FIELD OPTION ON LEFT AND PLACE YOUR CROSS HAIRS ON THE LAYOUT IN DESIRE LOCATION.
=== REPORTS THEN FROM ACT! 2010 TOOL BAR
SELECT YOUR DESIRED REPORT BY DOUBLE CLICKING ON THE LIST OF REPORTS PRESENTED.
EX; OPPORTUNITIES BY COMPANY
YOU WILL SEE A SUB-REPORT AREA, DOUBLE CLICK ON THAT AREA TO GAIN ACCESS AND THEN
FROM TOOL BAR ON LEFT , SELECT : FIELD
THEN PLACE CROSS HAIRS ON THE SUB-REPORT AREA DESIRED
A LITTLE POP UP WILL BE PRESENTED AND THEN
SELECT FROM THE DROP-DOWN: COMPANY OPPORTUNITY (IF THAT DOESN'T WORK, TRY SELECTING CONTACT OPPORTUNITY)..
THEN BELOW THAT, SELECT THE DESIRED MEMO FIELD YOU PREVIOUSLY CREATED (OR ALREADY EXISTED)..
AND IT WILL BE PLACED ON YOUR REPORT LAYOUT.
SAVE YOUR WORK AND YOU SHOULD NOW BE OK TO RUN THE REPORT?
BE SURE THERE IS ACTUAL DATA IN THAT MEMO FIELDS WHEN YOU RUN REPORT ON SELECTED OPPORTUNITY'S.