Re: Advice on Creating "Call Sheet Report" from open Activities Tab

Anonymous — Wed, 02 May 2012 19:29:39 GMT

KieranD:
In another application I was able to filter my contact list by open activities

On the Customers and Contact List screen there is a Filter By View option. There is no default filter here for Customers with an activity because the Activity screen covers this information, however, you could add another filter to the Customers and Contacts List to have this information if you wish.

KieranD:
Can someone recommend a report that may be close to what I am looking for that already exists.

Under the Activities tab you'll see a list of all activities in the system based on the filter view selected. In additon there is an Activity Calendar link which allows you to view activites by user, by date range. There is no specific activity report but that's not to say you can't create one specific to your needs.

Advice on Creating "Call Sheet Report" from open Activities Tab

KieranD — Wed, 02 May 2012 16:16:43 GMT

In another application I was able to filter my contact list by open activities, then print out a bar chart with active contacts Mobile, office & alternate phone numbers. It was a great way to use driving and waiting time while on the road.

The salesman would write their notes on the paper and update at the end of the day.

Can someone recommend a report that may be close to what I am looking for that already exists.

Would this be facilitated by adding "print call list" button to Activity screen.

Kieran

Method:Classic General Q&A

Re: Advice on Creating "Call Sheet Report" from open Activities Tab

Advice on Creating "Call Sheet Report" from open Activities Tab