Detailed Account Report

[Ryan Smith]

Is there a way to generate a report at the account level that would show all
detail of the account including the business contacts and activity history?
It seems that I have to go to 3 different places to get all the detail.

Basically what I want is 1 piece of paper (while I'm on the road in the
card) that I can look at that has all of the account information, each of
the contacts in that office, and the history of that account (previous
meetings, phone calls, etc).

Can it be done?

Thanks in advance,
Ryan

 

[Lon Orenstein]

Ryan:

I don't know of a report like that... Your best bet would be to use MS
Access or Crystal Reports to construct one like that.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Jason Coley]

Hi Ryan,

I create a product called Aladdins Office Documents, and recently I have
added BCM Opportunity reporting to Aladdins. Email me and I will see if I
can work something out, probably not too much of a modification from what I
have been doing.

Jason