10-20-2016 01:21 AM
Hi, I want to be able to print off the opportunity notes I have added across all customers on my record perhaps selected by a date range.
Can't see how to do it.
I am using ACT pro and windows 7.
10-20-2016 08:47 AM
As Gary indicated, opportunity note, history or activities can;t be accessed by the ACT! reports. I've created report templates with the Durkin Impact Reports that did access the opportunity notes and history.
10-21-2016 03:10 AM
It is a sad fact that since ACT 2010 you cannot report on notes, activity or history associated with opportunities using the ACT reporting functions. It has often been a top request for having this feature added back but no response so far.
I can endorse Roy's ability to produce very good reports via Durkin add on but of course this adds costs.