07-21-2009 01:18 PM - edited 07-21-2009 01:21 PM
We're a small investment bank, so we often have engagements where we are working with a company to help them find and acquire another company. We have developed a large database of clients and target companies stored in Act, and we track our engagements as Opportunities. We also track acquisition targets in groups/subgroups.
So for example, ABC Company is our client, and they are interested in possibly buying companies X, Y or Z. We'll have a group called ABC Targets with contacts from X, Y and Z in the group. We will also have an Opportunity called ABC Buyside that is associated with ABC Targets group. We have created a custom tab for our contacts that contains text fields for "Status" and "Next Step" and a "Date Updated" field.
What we want to do is produce a status report, grouped by opportunity, that lists the following for each member of the group associated with that opportunity:
Opportunity Target Status Next Step Date Updated
ABC Buyside X Corp Sent email Follow up by phone 7/14/09
Y Corp Left voice mail Follow up by phone again 7/15/09
Z Corp Not contacted yet Send email 7/21/09
DEF Buyside G Corp Sent email Follow up by phone 7/14/09
H Corp Left voice mail Follow up by phone again 7/15/09
I Corp Not contacted yet Send email 7/21/09
Is this possible within Act? By the way, we're running Act Premium 2008.
Thanks for any help you can provide!
07-21-2009 03:24 PM
As you have it laid out, that isn't possible with the ACT! reports at this time. It probably can be done using a third party report editor such as Crystal Reports. If you are flexible about the layout, a variation of the report could be done with the ACT! report editor.
Please check your private messages, upper right corner of the screen.
07-22-2009 08:27 AM