Tasks & Appointments & Notes for a selected Opportunity
{item# REPORTOPPACTIV-411}
- price:
$59 $29 USD [on sale!]
- Daylite minimum version required: 3.7.3 {free upgrade for licensed version 3 users}
- Daylite beta versions are not supported
- system requirements: must conform to Daylite's minimum system requirements
- usage: entire database is queried for Tasks and Appointments and Notes based on criteria set at the time the report is run: you choose to search by a Opportunity and by the date range of Task/Appointment and Task/Appointment owner
- Notes created section and DMI Notes created section: only the first 800 characters of each Note's body is shown. attachments are not shown.
- use with Daylite Delivery add-on software is not guaranteed; unfortunately the Daylite Delivery software doesn't always work properly
- purchase includes 6 reports total (that's 5 more for free!). Each of the reports has a different option in the Opportunity pulldown: 1 report that lists all of the database's Opportunities in the Opportunity pulldown, and an additional report for each Opportunity state (Open, Won, Lost, Suspended, and Abandoned) where the pulldown only shows Opportunities with that status.
- payment is through PayPal; please click the add to cart button below to add this report to your order
- ask a pre-purchase question
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