G
greenearth
We've finally made the transition to OutlookBCM update from ACT 6.0. The
reason we changed was to have the excellent email capability of outlook,
shared contacts, and the ability to generate the sales pipeline similar to
ACT (opportunities). Act was getting old and limited in many ways, and we
already had the BCM with our office installations. Act comes with the ability
to fully customize reports not only by content but by layout. I now realize
that the ability to truly customize a report in BCM is VERY limited. I need
to make this transition work now, and am a little unhappy with the limited
amount of customizing that one can do with the reports tool in BCM. I know
that since this is a true SQL database, can't I generate reports in Access?
How do I link the opportunities part of the database from within Access? Or,
is there a way to modify the layout and have full control of fields & data of
a report from within the BCM?
reason we changed was to have the excellent email capability of outlook,
shared contacts, and the ability to generate the sales pipeline similar to
ACT (opportunities). Act was getting old and limited in many ways, and we
already had the BCM with our office installations. Act comes with the ability
to fully customize reports not only by content but by layout. I now realize
that the ability to truly customize a report in BCM is VERY limited. I need
to make this transition work now, and am a little unhappy with the limited
amount of customizing that one can do with the reports tool in BCM. I know
that since this is a true SQL database, can't I generate reports in Access?
How do I link the opportunities part of the database from within Access? Or,
is there a way to modify the layout and have full control of fields & data of
a report from within the BCM?