Community
Showing results for 
Search instead for 
Do you mean 
Reply

Minutes of meeting from notes across several opportunities

New Member
Posts: 3
Country: Qatar

Minutes of meeting from notes across several opportunities

Hi all, is it possible to create meeting minutes composed of notes in several opportunities? The idea is that several opportunities are discussed, and in each a note is created stating the action or follow-up required, and then all these notes across the discussed opportunities need to be grouped in order to be saved and exported as meeting minutes.

 

Thanks!

Silver Contributor
Posts: 1,813
Country: USA

Re: Minutes of meeting from notes across several opportunities

Most likely this would be a candidate for a custom report utilizing crystal reports. along with appropriate database customization.  

 

Might be a job for an ACT Consultant.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider