I'm wondering if it would be possible to add the ability to link from all the sections to specific reports? Primarily from Noteboard, Documents, and Contacts, but all would be nice too. Thanks for considering.
Just an idea.
The reports are saved as doNotes. Check the folder: C:\BiteSpire\doogiePIM\Data Files\Reports
Therefore, you could import the doNote Report into the Documents, then link from there. Each time the Report is run, it will overwrite the last so if its in the Documents, you have a permanent record.
Once inside Documents, you can link it to any applicable record. You should notice too that the hyperlinks within the report should work, unless you delete a record.