company field won't show in report

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Not open for further replies.
F

funman207

It seems that what I'm trying to do would be simple enough... I'd like to

create a report to include one account, the first name, last name, company,

and mailing address so that I can work with the contacts in Excel. I tried

several custom reports, but none of them seem to include the 'company' field.

This is a major problem because I need this field to create a mailing list.

It seems I have every other option except for company.

I also have not been able to filter to only include one account, but if I

have to pull these out in excel I will.

note: I do -not- use 'accounts' for the clients company, I use the company

field. The accounts are used for separate divisions of my company.
 
L

Leonid S. Knyshov // SBS Expert

Export BCM data into CSV and manipulate it with Excel at will.

Probably the easiest way. I'd use BCM for campaign management as that is

what it was designed for. :)

Leonid S. Knyshov

"funman207" wrote:


> It seems that what I'm trying to do would be simple enough... I'd like to
> create a report to include one account, the first name, last name, company,
> and mailing address so that I can work with the contacts in Excel. I tried
> several custom reports, but none of them seem to include the 'company' field.
> This is a major problem because I need this field to create a mailing list.
> It seems I have every other option except for company.

> I also have not been able to filter to only include one account, but if I
> have to pull these out in excel I will.

> note: I do -not- use 'accounts' for the clients company, I use the company
> field. The accounts are used for separate divisions of my company.

>
 
R

R Graham

You should NOT have to export a report to an EXCEL file, just to have the

COMPANY name listed.

I have been searching for an answer for a couple days, I have found this

questioned posted on various sites as far back as 2007. Come on, it is a

standard procedure to want to see the Companies Name listed with a contact(s).

Especially when a report is wanted by a firm's principal, showing a list of

companies with our contacts listed below the Company's Name.

If the Data is in the record, we should have an option to include that

'already stored' data in a custom report.

I thought BCM / Outlook was going to be better than using ACT, maybe not.

====================================================

"Leonid S. Knyshov // SBS Expert" wrote:


> Export BCM data into CSV and manipulate it with Excel at will.

> Probably the easiest way. I'd use BCM for campaign management as that is
> what it was designed for. :)
> > Leonid S. Knyshov
>

>

>

> >

>

> "funman207" wrote:
>
> > It seems that what I'm trying to do would be simple enough... I'd like to
> > create a report to include one account, the first name, last name, company,
> > and mailing address so that I can work with the contacts in Excel. I tried
> > several custom reports, but none of them seem to include the 'company' field.
> > This is a major problem because I need this field to create a mailing list.
> > It seems I have every other option except for company.
> > I also have not been able to filter to only include one account, but if I
> > have to pull these out in excel I will.
> > note: I do -not- use 'accounts' for the clients company, I use the company
> > field. The accounts are used for separate divisions of my company.
> >
 
H

Haydock

It is * essential * for BCM to show the company in these repotrs. I am

managing 2500 contacts and 25 categories and we have just started. This is

obviously a major oversight from MS and needs an urgent fix.

Paul

"Leonid S. Knyshov // SBS Expert" wrote:


> Export BCM data into CSV and manipulate it with Excel at will.

> Probably the easiest way. I'd use BCM for campaign management as that is
> what it was designed for. :)
> > Leonid S. Knyshov
>

>

>

> >

>

> "funman207" wrote:
>
> > It seems that what I'm trying to do would be simple enough... I'd like to
> > create a report to include one account, the first name, last name, company,
> > and mailing address so that I can work with the contacts in Excel. I tried
> > several custom reports, but none of them seem to include the 'company' field.
> > This is a major problem because I need this field to create a mailing list.
> > It seems I have every other option except for company.
> > I also have not been able to filter to only include one account, but if I
> > have to pull these out in excel I will.
> > note: I do -not- use 'accounts' for the clients company, I use the company
> > field. The accounts are used for separate divisions of my company.
> >
 
G

grumble grumble

No doubt, I'm sorting a data base that was exported from quickbooks with 4000

contacts. The most important info is the name of the business and I can't

get it to show up in my reports.... please help microsoft.... or else we

are switching to apple!!

"Haydock" wrote:


> It is * essential * for BCM to show the company in these repotrs. I am
> managing 2500 contacts and 25 categories and we have just started. This is
> obviously a major oversight from MS and needs an urgent fix.
> Paul

> "Leonid S. Knyshov // SBS Expert" wrote:
>
> > Export BCM data into CSV and manipulate it with Excel at will.
> > Probably the easiest way. I'd use BCM for campaign management as that is
> > what it was designed for. :)
> > > > Leonid S. Knyshov
> >

> >

> >

> > > >

> >

> > "funman207" wrote:
> >
> > > It seems that what I'm trying to do would be simple enough... I'd like to
> > > create a report to include one account, the first name, last name, company,
> > > and mailing address so that I can work with the contacts in Excel. I tried
> > > several custom reports, but none of them seem to include the 'company' field.
> > > This is a major problem because I need this field to create a mailing list.
> > > It seems I have every other option except for company.
> > > > I also have not been able to filter to only include one account, but if I
> > > have to pull these out in excel I will.
> > > > note: I do -not- use 'accounts' for the clients company, I use the company
> > > field. The accounts are used for separate divisions of my company.
> > > >
 
C

Chezza61

"funman207" wrote:


> It seems that what I'm trying to do would be simple enough... I'd like to
> create a report to include one account, the first name, last name, company,
> and mailing address so that I can work with the contacts in Excel. I tried
> several custom reports, but none of them seem to include the 'company' field.
> This is a major problem because I need this field to create a mailing list.
> It seems I have every other option except for company.

> I also have not been able to filter to only include one account, but if I
> have to pull these out in excel I will.

> note: I do -not- use 'accounts' for the clients company, I use the company
> field. The accounts are used for separate divisions of my company.

>
 
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