10-29-2009 01:43 PM
I have created a custom pipe line report in ACT Premium for Workgroups 2006 Version 18.104.22.168. The report resides in the reports drop down menu under the Opportunity Reports with another drop down to “Other Opportunity Reports. How can I move this report to be more accessible to our sales team? In this version there seems to be no easy way to add a custom report to the reports menu
There is no modify menu option from the reports menu. Can some one tell me how to add a custom report to the menu?
10-30-2009 11:27 AM