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Create Reports to show all the related data like Notes, Events, Tasks etc.
#1 · August 19, 2020, 8:57 am
To create a report for all the related data for Contact Manager (or any other applications under CRM) do the following:
- Go to Contact Manager > Reports
- On the row that says "List of Contacts with related info" click on the Edit icon on the right
- On the Select Group screen, choose Group by Type
- Save and View the report
The report will be grouped by the type of related data, example: notes will be grouped separately from events, tasks etc
