Search results by user ID 6744

Re: Report Designer - One Activity per Opportunity template

ttham — Fri, 06 Feb 2015 14:01:57 GMT

Thanks Justin!

Re: Report Designer - One Activity per Opportunity template

ttham — Tue, 03 Feb 2015 16:09:50 GMT

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

Will ask administrator for table access.

Re: Report Designer - One Activity per Opportunity template

ttham — Tue, 03 Feb 2015 15:36:14 GMT

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!

Report Designer - One Activity per Opportunity template

ttham — Thu, 29 Jan 2015 14:43:25 GMT

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!