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  • Book Overview & Buying Sage ACT! 2011 Dashboard and Report Cookbook
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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

4.7 (3)
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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

4.7 (3)

Overview of this book

Sage ACT! is the top selling CRM software application, and it helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. In ACT! 2011, a variety of new dashboards and reports are available for producing graphical representations of client information and for measuring the success of your sales force. This cookbook is full of practical and immediately applicable recipes that will take you from being an ACT! report and dashboard novice to a report-writing pro in no time. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions. You will learn to use ACT!'s Report Editor and Dashboard Designer so that you will be able to easily view important information about your business and your sales force. The recipes begin by covering the most basic elements of the ACT! reports and continue to include several recipes that will guide you through creating brand-new reports. If you have an ACT! database, you need to be able to access it quickly and logically; this book will help you do just that.
Table of Contents (16 chapters)
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Sage ACT! 2011 Dashboard and Report Cookbook
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Preface

Adding a custom field and creating a basic script


The ACT! report editor doesn't provide any means of automatically concatenating field objects such as typically is done for the city, state, and ZIP code line in an address. If the field objects are simply positioned on the line, there will be unwanted gaps between the address data. To provide the proper concatenation a custom field and a simple VB Program script is used.

Getting ready

If you are doing this task immediately after finishing the previous task, you should still have the Report Training template open for editing. If so, skip to step 3. Otherwise start at step 1.

How to do it…

  1. 1. From any screen in the ACT! program, click on Reports in the navigation bar on the left-hand side of the screen.

  2. 2. In the list of report templates right-click on the Report Training template and select Edit Report.

  3. 3. In the Toolbox panel, click on the System Field tool.

  4. 4. Position the field cross hair in the Detail section at about one and a half inches...

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Sage ACT! 2011 Dashboard and Report Cookbook
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