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#2371 - Trying to do a call report but have some issues
Our sales reps make calls to accounts and contacts. I will like to do a report that shows the calls made to them. Sounds easy, but here is the catch. If a rep tags the call to an account, even though that account has a contact associated w/it, the report won't show the call to the contact. It will only show the call as if it was to the account (related to). Is there a way to fix this?
Also, is there a way to do union reports where we combine calls/meetings into one report?
Thanks,
Yamil
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10 years ago
Dear Yamil,
For the combined calls & meetings we can offer summary report (eva.narunovksa@itsapiens.eu has e-mailed you sample creation script), - please let us know, if you received it and if it is something similar to what you need? We do not yet have detailed reporting on calls together with meetings, - would you need the detailed as well?
Related Calls to Contacts and to Accounts, - before we continue, can you please help us to understand, how are they related to calls: Do we understand correctly that for some calls in "related to" the account is selected; For other calls in "related to" the contact is selected, not account, and currently you do not see those in a report?
Or - would you like to see calls with accounts and contacts which are related not directly to calls, but to accounts?
Thank you!
IT Sapiens Team
10 years ago
Hi Thanks. We have SugarOnDemand, is there a different way to run this?
10 years ago
By related, I mean the Sugar default function of "associated". I'll send a screenshot if it helps?
10 years ago
Related script - Eva has sent you the instruction, how to manually create the report ;).
Related screenshots - yes, please, screenshots would help a lot, can you please send them to: eva.narunovska@itsapiens.eu
Than you!
Best Regards, IT Sapiens Team