10-12-2015 09:22 AM
I am new to Act and using Act ver 17.1.
I would like to be able to print a report using the custom fields that I created for a contact such as a Purchase Agreement, Maintenance Contract, etc. Do I do this by creating a new report???? Is there anyway to use my existing Word documents of these forms so that I dont have to completely recreate them in an editor? And, how can I add a button into the contact info to run this report for that contact.... Please help. Ive been researching this for days with no success.
10-12-2015 09:33 AM
A really fast way to get your information is to go to the Contact List, right-click and choose Customize Fields, select the new fields and then export the list to Excel. If not then yes, you will need to modify a report to show your new fields.