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Source of Referral Report

New Member
Posts: 11
Country: USA

Source of Referral Report

Act Pro Ver. 16 - I want to modify "Source of Referrals" report to include both contact and opportunities fields. Can this be done? If so, how do i do that? I have been able to add the fields I need to the report but the informaiton from the opportunities field is not showing up on the report.

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Source of Referral Report

Yes by adding an opportunities subreport to the template.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129