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Recent content by psheff

  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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