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Opportunity fields

New Member
Posts: 3
Country: United States

Opportunity fields

I need to find a way or a program add on that would allow me to use the fields in opportunities in reports and letters.
Can you help? I am using act 2012
Thanks in advance
Dano
Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Opportunity fields

Reports isn't any problem it doesn't require an addon but letters would require an addon. I believe Durkin Computing has one.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
Nickel Contributor
Posts: 282
Country: Canada

Re: Opportunity fields

Copy Data Between Records allows you to do this http://www.exponenciel.com/actaddons/actaddon.aspx?ID=130. You can set it up to copy opp data to the contact (using a predefined field map). Once the data is in the contact, you may include it anywhere in your merges.

Gilles Cavin
http://www.exponenciel.com
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Bronze Super Contributor
Posts: 1,284
Country: USA

Re: Opportunity fields

[ Edited ]

Impact Suite v5 allows you to use any field from the contact, company, group or opportunity tables directly into a word template. 

 

Watch the 3 minute video: Word Templates

 

Impact Report Designer v5 allows you to create any report using our ad-hoc report designer.

Here is a short 10 minute video: Report Designer

 

You can read more here.

 

Thanks

-- Jim Durkin