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Is there a way to sum dollar amounts per contact in a UDF? I need a way to track on an ongoing basis fees that have been paid by members of my list. I have Maximizer 5

Thanks

Roy
 
Posts: 5 | Location: Newmarket, ONT, Canada | Registered: September 04, 2000Reply With QuoteEdit or Delete MessageReport This Post
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Hi

If you just need a simple report you can probably use a column report. Make a column layout (View/Column Setup) that shows the UDF (and any other details you need) then search for the contacts (sort eg. by company name) and use file /print column report tick the box Print Totals For Numeric User Defined Fields

This should do the trick. If not you'll probably need to use the built in reportsmith software - but I'm afraid I can't explain how to use that here! (it would need a couple of pages)

Hope this helps, if not tell me a bit more about what your trying to achieve.

Ian Wallace
CABC, Newbury
 
Posts: 145 | Location: CABC Ltd,PO Box 162,Newbury,RG14 5LP | Registered: January 03, 2000Reply With QuoteEdit or Delete MessageReport This Post
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Thanks Ian for replying. The column report would total the entire list for each numeric column. What I'm looking for is more of a row total for each contact as these fees would be paid in full or a portion of throughout the year.
Reportsmith might do it if I can just figure out how to do it!! I can see why you want at least a couple of pages to explain it.

Thanks Roy
 
Posts: 5 | Location: Newmarket, ONT, Canada | Registered: September 04, 2000Reply With QuoteEdit or Delete MessageReport This Post
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