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How To Print Secondary Contacts From One Contact

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Bronze Contributor
Posts: 1,394
Country: USA
Accepted Solution

How To Print Secondary Contacts From One Contact

[ Edited ]

Is it possible to print or export the data in the secondary contacts from a single record?  For example, if a contact has several people in secondary contacts and needs a list of them, it is possible to do that?

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit

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

Re: How To Print Secondary Contacts From One Contact

Depends on what you want. The standard contact report includes secondary contacts but it includes a lot that you likely don't want. Otherwise it would need to be a custom template but not a hard one to make.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How To Print Secondary Contacts From One Contact

It can be done with a report.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Contributor
Posts: 1,394
Country: USA

Re: How To Print Secondary Contacts From One Contact

As standard report or a Roy Laudenslager special?

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Solution
Accepted by topic author jnpurdy
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How To Print Secondary Contacts From One Contact

Depends on what you want. The standard contact report includes secondary contacts but it includes a lot that you likely don't want. Otherwise it would need to be a custom template but not a hard one to make.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Contributor
Posts: 1,394
Country: USA

Re: How To Print Secondary Contacts From One Contact

I hate it when the obvious is overwhelming.  Thanks Roy.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
New Member
Posts: 1
Country: USA

Re: How To Print Secondary Contacts From One Contact

Roy,

 

So can you take a novis through the process of devoloping a template for a secondary contact report?

 

Teresa