10-01-2012 10:42 AM
We just purchased 7 licenses of Sage 2013 Pro and we beginning to populate the tool. As we ramp up, we are developing some core reports to use in our business development process. One report in particular would be very useful but I cannot figure out how to run it.
Is there a way to report on a single opportunity with all of the core data included as well as the "Notes" and "Activities"?
10-01-2012 11:14 AM
Not using the ACT! reports, you would need a third party report generator such as Cryatal reports or Durkin Action reports.
10-01-2012 11:25 AM
Interesting. Every other product we tested could produce this report (Sugar, MS Dynamics, Salesforce) and I just assumed this product could do that. Any idea if this report is being deployed soon or is there in intentional reason for not offering what is a pretty core report for a CRM package.
10-01-2012 11:41 AM
It's not the report template, if it was possible I'd create it. The problem lies in the report editor. The underlying report generator has the capabilities but the sourcing from the database is locked down and that part of the report editor hasn't be modified to keep up with changes in the ACT! program.
10-01-2012 12:43 PM
Suggestions are monitored in another part of the community forum: