Method Community

Hello!

I am new to Method and Report Designer. Appreciate any help to accomplish a simple task.

Objective: To produce a report for all existing opportunities (one line per opportunity) with the last activity (with assigned person, due date and comment)

I have tried using the CRM_Opportunities_ByType and CRM_Activities_WithComments but not what I am looking for. I tried altering these templates but each missing either the Activity or Opportunity table respsctively. When I add another table using "Save-as", it will completely messed up the fields.

So, I tried creating a new report using Opportunity as Master Table and Activity.OpportunityRef as Detail Table 1. I managed to pull all the oportunities but cannot get the "last" activity and comments. It always shows the first activity.

Questions:

Are there assigned fields for last activity, due date and comment?

Is there a better and easier way?

Thanks!

Hi ttham,

Sorry for the late reply. The field LastCompletedActivity exists in the Opportunity table. By navigating to Customize > Tables / Fields in Method and clicking on the Opportunity table in the list you can add the LastCompletedActivity's AssignedTo, DueDateEnd and Comment fields as Linked Fields. This will allow you to display information from your LastCompletedActivity within the Opportunity table, and should make those fields available on your report.

Hope this helps.

- Justin

Thanks Justin. With my account, I do not see "Tables/Fields" under Customize tab. I only see Integration Tools: Import/Export, Email Calendar Integration, Method, API, ect...

Also, it seems this will only display "Last Completed", not last activity, which could be "In Progress". I am looking for last Activity regardless of status. Thanks again!

ttham,

If you cannot see the Tables / Fields tablink within the Customize tab, you'll have to request access to it from your Method administrator.

In order to answer your question, I'll need to know how you'd like to determine the "Last Activity". Would you like to show the most recently created Activity? The Activity with the greatest Due Date? Or would you like to use some other criteria to determine which Activity to use? Let me know.

- Justin

I am looking for most recently created Activity per Opportunity. Thanks.

Will ask administrator for table access.

Hi ttham,

You'll have to calculate this in Method.

I'd recommend creating the field in the Opportunity table as a dropdown, referencing the Activity table (RecordID field). Then on your Opportunity-Activity Save function you could add an Insert Record Into Table action to add the newly created Activity's RecordID into your custom dropdown for the Opportunity (refrencing the appropriate Opportunity). This would ensure that every time an Activity is added, the dropdown is updated with its RecordID. You could then add any information you need (i.e. Comments) to the Opportunity table as a Linked Field, linking it through the dropdown you just created. This will make it available for reporting in the Report Designer as well.

Hope this helps.

- Justin

Thanks Justin!