03-04-2013 05:36 PM
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?
03-04-2013 08:34 PM
Not with the ACT! reports. Your best bet for a third party product is the Durkin Action Reports.
03-05-2013 11:10 AM
Roy - Thanks for the referral.
The product is called Impact Report Designer for ACT!.
For more information click here:
-- Jim Durkin