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Reports - using contact info (phone, email) with opportunity report?

New Member
Posts: 2
Country: USA

Reports - using contact info (phone, email) with opportunity report?

Can I use an opportunity report and add the contact's email and name? I don't see where I can switch from opportunity records to contact records. I only get the opportunity records when I add a field. Is there a way to do this?

Silver Contributor
Posts: 1,813
Country: USA

Re: Reports - using contact info (phone, email) with opportunity report?

Unfortunately you can't combine entities (opportunities and contacts) in a single section of the ACT report..  However, the report, Opportunities by contact, lists information grouped by contact and then information by opportunities.  You could customize the contact secion of this report.

 

If you need more substantial customization, consider a 3rd party reporting tool like Crystal Reports.

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: USA

Re: Reports - using contact info (phone, email) with opportunity report?

Thank you Jon. I'll try customizing that report to see if I can tweak it to give us what we need.