Community
Showing results for 
Search instead for 
Do you mean 
Reply

extracting data from tabs

Accepted Solution Solved
New Member
Posts: 2
Country: USA
Accepted Solution

extracting data from tabs

Running ACT! Premium 2012, v14.0 as a shared database on Windows 7 Professional.

 

I've created a new tab called sales checklist and hav designed it with new fields that contain data referencing production details and specifications for the contact when they becom a new customer. There will be approximatley 15 fields in the tab, about half yes/no fields the other half data fields.

 

Is there some way to sned the info from that tab by email or report?  Is there a better way to set this up instead of doing it as a new tab that would make it easier to send this info.

 

Thanks!

 


Accepted Solutions
Solution
Accepted by topic author dgrubb
‎09-25-2015 03:20 AM
New Member
Posts: 2
Country: USA

Re: extracting data from tabs

Thank you...helps a lot!!

View solution in original post


All Replies
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: extracting data from tabs

It would require a custom report template but they would be able to show that data.

 

If this more or less static information, adding the fields to the database would be best. However if a contact might need to have more than one set of the added fields than a custom table would be called for,

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Solution
Accepted by topic author dgrubb
‎09-25-2015 03:20 AM
New Member
Posts: 2
Country: USA

Re: extracting data from tabs

Thank you...helps a lot!!