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Company Report To Include Custom Fields Added To A New Company Tab

Bronze Contributor
Posts: 1,393
Country: USA

Company Report To Include Custom Fields Added To A New Company Tab

ACT Ver 2010

 

I may have asked this before, but I couldn't find it in my search efforts.

 

I've created a tab in Companies called "Profile"

I've then added a number of drop-down custom fields

 

I would like to create a report that shows the information from the drop down fields, but I didn't see the field names when I wen to edit an existing company report and attempt to add a field.  Is this possible?

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Company Report To Include Custom Fields Added To A New Company Tab

I couldn't duplicate the problem you are reporting. Unless you are using an addon to create the tab as a custom table, you should see the cuatom fields.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 18
Country: United States

Re: Company Report To Include Custom Fields Added To A New Company Tab

[ Edited ]

John,

 

The Stonefield Query for ACT! add-on can read custom fields from Companies even if the fields were added into a custom table.

Message Edited by Jason_SFQ on 12-22-2009 08:56 AM
Jason Okrepkie
Channel Account Manager
Stonefield Software, Inc.
jason@stonefieldquery.com
http://www.stonefieldquery.com