01-20-2009 02:02 PM
I have a list of 5 opportunities associated with 4 different contacts in my database. I created a custom opportunity report template that will list 4 columns: the company name, project name, sales value, and estimated close date.
When I go to ACT and click "opportunity list", all 5 opportunities show up fine. I highlight all 5 opportunities, then I go to Reports>Opportunity Reports>Other Opportunity Report and then open my custom report. In the Define Filters window under the General tab, I can only create the report for "All Companies". I cannot create the report for the "current company" or "current lookup" because they are grayed out (not available).
Therefore the report ends up being 35 pages with lots of blanks, and all I need is a half-page report showing my 5 opportunities.
This seems like a very simple problem but I can't find the solution.
Can anyone help?
01-20-2009 03:20 PM
01-20-2009 10:20 PM
01-22-2009 01:43 PM