byJeff_Granger03-03-202102:40 AM - edited 03-03-202102:46 AM
Everyone using Opportunities has the same problem. You want to take a look at all of your Opps and analyse them to establish what geographical area they are from, or what the ID Status was, or the industry or market segment, or last results, or phone number.
This is basic information useful in almost any and every company using Act!
All of this information is in Act! but it's in the Contact area (or the Companies area) not the Opportunities area. The problem is how to combine the two.
There has never been a good way to easily get a single report/ Excel sheet with all the information on it. (I was prompted to write this after speaking to a user yesterday who told me they export the Opps to Excel then export the contacts to Excel then run a VLOOKUP to match the two. PHEW!)
With local installations of Act! you have the option to buy a third party reporting tool that can do the job for you. However, with more and more users taking up Act! as a web-service hosted by Act! themselves (Swiftpage SaaS), third party add-ons are not an option.
The solution could be wonderfully simple. Just copy the relevant field values from the Contacts table to the Opportunities Table at the time you create the opportunity. Have LINKED OPPORTUNITY FIELDS between Contacts (and Companies) to Opportunities.
It would work in exactly the same way as creating a Company Record from a Contact record does where the data from the Contact table is copied to the Company table at the time the new record is created by having linked fields.
You designate which Contact or Company fields you would like to appear in the opportunity record and define them as Linked Fields. When you create a new Opportunity from a Contact record the relevant data you have selected is copied to matching fields in the Opportunity record.
The benefit is that all of the "missing" information is now available in one Opportunity List View and subsequent Excel spreadsheet for analysis.
The purists will argue that you shouldn't have to do this in a relational database. And they are right; you shouldn't. But that assumes the system gives you some mechanism for analysing some basic data, which Act! doesn't.
The purists will argue that it's a problem because you can have more than one Contact associated with an Opportunity. So just the Contact used to create the Opp gets copied across. If you want to create the Opp first then add a bunch of Contacts then sorry, it won't work.
Let's just make Act! the useful sales tool that it is supposed to be.