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Need help with reports and look up

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New Member
Posts: 2
Country: Canada
Accepted Solution

Need help with reports and look up

Hoping someone can help me.

 

I need to run a report of contacts showing the companies, and the industry.  When I go into contact listing and try to get the industry tab it is not there.  Industry is with the company report but I cannot get the contacts from the company report. 

 

Anyone?


Accepted Solutions
Solution
Accepted by topic author Paul Heenan
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Need help with reports and look up

I've read both your posts several time and I'm not sure about just what you want to accomplish. A company based report like company membership should work unless you are trying to make a contact based report with company table information. If so, that can't be done with the ACT! reports.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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All Replies
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Need help with reports and look up

Paul -

 

Would the "Company Membership" report work?  You will have to edit the template and add the industry - is that what you are looking for?

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
New Member
Posts: 2
Country: Canada

Re: Need help with reports and look up

Well, that is some help, however, I also need to contacts
Solution
Accepted by topic author Paul Heenan
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Need help with reports and look up

I've read both your posts several time and I'm not sure about just what you want to accomplish. A company based report like company membership should work unless you are trying to make a contact based report with company table information. If so, that can't be done with the ACT! reports.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129