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Contributeur de premier rang | Partenaire solutions Platinum
Task Reporting
Résolue
Hi,
I have looked into your issue and from what I can gather, it could be possible. I have suggested a solution below but please let me know if this does not answer your question:
1) Do you have the reporting add on?
If so,
You can create a 'Cross Data Set' report which allows you to choose between 'Contacts', 'Companies', 'Deals' and 'Activities'. Please note that you can only choose 2 of options to report on.
I chose contact and activities as an example; Using this, you can find the following fields under the activity list:
> Task Title
> Task Type
> Task Status
> Task Notes
As long as those fields are completed, this should work.
I used the contact properties First Name and Last Name for the use of the example.
Contributeur de premier rang | Partenaire solutions Platinum
Task Reporting
Résolue
Hi,
I have looked into your issue and from what I can gather, it could be possible. I have suggested a solution below but please let me know if this does not answer your question:
1) Do you have the reporting add on?
If so,
You can create a 'Cross Data Set' report which allows you to choose between 'Contacts', 'Companies', 'Deals' and 'Activities'. Please note that you can only choose 2 of options to report on.
I chose contact and activities as an example; Using this, you can find the following fields under the activity list:
> Task Title
> Task Type
> Task Status
> Task Notes
As long as those fields are completed, this should work.
I used the contact properties First Name and Last Name for the use of the example.