Question

Activity report for a Contact

  • 23 November 2023
  • 1 reply
  • 48 views

I am in an industry where from time to time I will need to create a contact report (PDF) for a single contact with all of their activities (calls, notes, etc) listed in that report.  In other words, if I needed to know everything that I have done pertaining to a contact, this report would tell me that.

 

I have looked around to see how I can accomplish this, but I am not getting any traction.

 

Thanks!


1 reply

Any update on this? I would like to add the ‘Notes’ or Activity log as a column into a report. @CopperSupporthelp.

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