04-07-2010 12:13 PM
Hi. How do I create a report by client/customer location? Is it possible to do that? Basically, I need to know how many clients/customers I have by state (USA). I have ACT! Version 2007 (9.0). Thanks in advance for your help.
04-08-2010 04:59 AM
Good morning abby-trit.
The first step would be to look at the included reports and see if one comes close to what you are looking for. If it does, then I would recommend making a copy of that report and then modifying it so it has only the information you need.
If you can't find one, then do a little search on the forum about reports. The forum is frequented by really good consultants who can help. (I am a user and do not do consulting nor am I an ACT engineer). Based on how some of the consultants answer other's questions, you should be able to find one who can create the report for you.