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  1. #1

    Custom Report Generation Help needed

    I want to use the CRM functionality of infusionsoft to input client data into People, Company and Opportunity sections, and then to pull data from certain fields under each section into a custom word document report that we already have.

    Is there a custom solution that exists that can allow me to do this?

    Any ideas woudl be most gratfeully received.

  2. #2
    Infusionsoft can only output merge fields from the intact record into a "letter" template. However you can use the API. To get most of te fields into a custom report.

    David Holland
    Infusionsoft Certified Consultant
    Most Helpful Developer Partner of the Year 2012
    T: +44(0)844 995 2200
    E: david@exela.co.uk
    W: http://exela.co.uk

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