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Company & Group Contact Reports

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New Member
Posts: 3
Country: United States
Accepted Solution

Company & Group Contact Reports

Hi,

 

I am having trouble printing contact reports for a specific company and specific group.  After selecting reports, contact report, I click current look up (I am in the companies or group screen when selecting reports) however I get more records then are in the current lookup.  Is this a problem with Act or am I doing something wrong?

 

Thanks.


Accepted Solutions
Solution
Accepted by topic author caeckenroth
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Company & Group Contact Reports

That does not create a lookup. For group or companies, in the group or company screen tree view right click on the group or company and select Create Lookup. That will create a lookup of the contacts in that group or company.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Copper Elite Contributor
Posts: 108
Country: United States

Re: Company & Group Contact Reports

caeckenroth,

 

I recommend that you create the lookup first from your group then perform your report.

 

MrWright

New Member
Posts: 3
Country: United States

Re: Company & Group Contact Reports

Thank you for your reply.  I did create the look up first by selecting the groups tab, then selecting the group.  Tried the same thing by going to company, then selecting the company.  Am I creating the look up wrong.

 

Thanks.

Solution
Accepted by topic author caeckenroth
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Company & Group Contact Reports

That does not create a lookup. For group or companies, in the group or company screen tree view right click on the group or company and select Create Lookup. That will create a lookup of the contacts in that group or company.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: Company & Group Contact Reports

It worked!!  Thank you so much for pointing out what I was doing wrong.