Exporting actions linked to specific proposals

Jonathan Morales

Hi all, I am trying to build a custom report in Crystal Reports showing proposals and the last completed and next upcoming incomplete action linked to that proposal. The .mdb export I am using is a constituent export. Has anyone had any success linking the action table (CnAct), or even the action note table (CnActNote) with the prospect proposal table (CnPrProp)?


The only possible exportable identifier I could find on the action table was the "Proposal Name," but it can't be used as a key because there's no requirement that the proposal names be unique. Any help would be greatly appreciated!

Alan French

Hi Jonathan, are you exporting the action information from the Actions node in the export, or are you using the Linked Actions section within the Prospect > Proposals node? If you use the latter, the actions should be in a table called CnPrProp_1ProLinAct that Crystal will automatically link to the proposal data in the CnPrProp table.

Jonathan Morales

Can't believe I missed that--thanks Alan!