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Product Query

The Product Advanced Query panel (for ACT!2010 and later) reports on all Product records linked to Opportunity Records in the ACT! database using advanced querying.  This panel offers pre-built queries to aid in the creation of exception reports.  Leave the query blank to return ALL records.  The Procuct Advanced Query filter displays the Dash Advanced Query Designer:

Pre-Built Queries:
Products linked to Companies: Returns all Products linked to Opportunity Records which have been associated with Company Records matching the query.  If one Opportunity Record has been associated with multiple Company Records, the Products / Opportunity Record is returned multiple times.  Query can contain Company, Opportunity and Product fields fields.  The Opportunity Query Panel will show the Product, Opportunity and Company fields for each record returned.

Products linked to Contacts: Returns all Products linked to Opportunity Records which have been associated with Contact Records matching the query.  If one Opportunity Record has been associated with multiple Contact Records, the Products / Opportunity Record is returned multiple times.  Query can contain Contact , Opportunity and Product fields fields.  The Opportunity Query Panel will show the Product, Opportunity and Contact fields for each record returned.

Products linked to Groups: Returns all Products linked to Opportunity Records which have been associated with Group Records matching the query.  If one Opportunity Record has been associated with multiple Group Records, the Products / Opportunity Record is returned multiple times.  Query can contain Group , Opportunity and Product fields fields.  The Opportunity Query Panel will show the Product, Opportunity and Group fields for each record returned.


See also