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Swiftpage ACT!2011 Pro - Trick to Opportunity Reports with multiple Opportunities per Contact

Nickel Elite Contributor
Posts: 934
Country: USA

Swiftpage ACT!2011 Pro - Trick to Opportunity Reports with multiple Opportunities per Contact

[ Edited ]

Swiftpage ACT!2011 Pro - Trick to Opportunity Reports with multiple opportunities per Contact.

So you have multiple opportunities for any given Contact record. Such as Recruiting Job Order/Opportunities from your favorite Corporate HR Manager. The work around I was using was to create a lookup using a Unique date in the opportunity field "Estimated Close Date". A date that no other opp is using, then perform lookup so that the search results = only one Opp record. Then run Opp Reports based on that Unique "Est Close date".

But to get them to work so that only 1 page / one opp gets printed, I had to back the boat up and Start with My Client Employers Contact Record, Then from that contact's  Opportunity TAB, select desired Opportunity, then it takes me to the desired Opportunity in the ACT! opportunity module. Then I perform my Lookup based on that unique "estimated close date" value, then go to reports and print desired report making sure to select the Custom Date to be same as that unique date value in the opp.

Then I go back to the opportunity and changed that date back to desired date.  Isn't that crazy what it takes to print one opportunity report? It Works. But, Roy have you got a better way? anyone? - Thanks - FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
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