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Reporting opportunities in combination with a contactfield

New Member
Posts: 9
Country: Netherlands

Reporting opportunities in combination with a contactfield

Hi,

 

I have created a field "sector"  with in a contact. I woyuld like to have this field visible in the opportunities overview. Is this possible?

 

Maarten

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Reporting opportunities in combination with a contactfield

It depends on the report structure. If it is a contact based report template with an opportunity sub-report, the answer is yes. If it is an opportunity based report, the answer is no.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 9
Country: Netherlands

Re: Reporting opportunities in combination with a contactfield

Hi,

 

Thank you for your reply. I was actually talking about the overview of opportunities, not an report. The reason is the direct export to excel instead of exporting to a text file before importing it in excel..

 

 

Maarten

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Reporting opportunities in combination with a contactfield

The answer to your original question then is no, the opportunity list displays only fields from the opportunity table.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129