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How to include Notes in Opportunity Reports

New Member
Posts: 2
Country: USA

How to include Notes in Opportunity Reports

I have a long list of opportunities and would like to show the Notes associated with that single opportunity in an Opportunity Report.  I want to show what progress steps (custom to each opportunity) have been made to close the opportunity

 

Is this possible?

 

Brian

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How to include Notes in Opportunity Reports

Not with the ACT! reports. Your best bet for a third party product is the Durkin Action Reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: How to include Notes in Opportunity Reports

Roy - Thanks for the referral.

 

The product is called Impact Report Designer for ACT!.

 

For more information click here:

http://durkincomputing.com/ACT-Addons-Report_Designer.aspx

 

Thanks

-- Jim Durkin