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WVelazquez
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Member since ‎Mar 3, 2022
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Wilson Velazquez

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WVelazquez on March 21, 2022
Need to run a report that shows notes
Hello everyone! I need to run a report showing the specific information for accounts assigned to an employee. This report needs to have the company name, city, and state. No problem! The problem is that they'd like this report to include the la read more
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WVelazquez
Member
March 21, 2022
Karsten, You are correct, it is an activity, not a property, hence the dilemma. I will try your suggestion! Thank you SO MUCH! WVelazquez
Solved
WVelazquez on March 21, 2022
Need to run a report that shows notes
Hello everyone! I need to run a report showing the specific information for accounts assigned to an employee. This report needs to have the company name, city, and state. No problem! The problem is that they'd like this report to include the la read more
Reply Discussion
0 upvote
4 Replies
WVelazquez
Member
March 21, 2022
Karsten, You are correct, it is an activity, not a property, hence the dilemma. I will try your suggestion! Thank you SO MUCH! WVelazquez
Solved
WVelazquez on March 14, 2022
Making Primary Contact appear first
Hello! Scenario: I have 7 contacts in one Company record. I've identified who my PRIMARY CONTACT at the company is. How do I make this person appear first in the list of contacts for said company?
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