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Member |
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 |
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Master |
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 |
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Member |
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 |
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