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  1. psheff

    ACT! and Sage Line 50

    We are looking to replace our old CRM and accounts system with Sage Line 50 Fin Con and ACT!. It seems i can do most things i would like, yet there is one thing i am struggling with. We have telephone agents who use the CRM to order products for customers (using sales opportunities). These...
  2. psheff

    Select all data or Automate Export?

    I have a payment report with a 13 digit reference. The last 7 digits of this is a staff number. I have a table of staff numbers with staff details. I used the following formula: Mid ({payment_report},7 ,7 )={staff details_staff number}. This provided me a list of all staff numbers, where...
  3. psheff

    Link 2 data sources using formula fields

    I am using CR 9 Pro I have 2 data sources. 1 is an sql db and the other an excel file. The link between the 2 tables is something like the following left (subscription code,7) in table 1 = subscription code in table 2 Can i link the 2 tables using a formula field? If I set the formula as...
  4. psheff

    Migration to 2004 database

    I am moving all my data over to a new database for 2004. It is an exact replication of 2003 - Same tables, fields etc. This is accessed through an ODBC connection. Since the tables are indentical and I require the same report sin 2004, I am wondering if there is a way to replace the source...

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