History Reports in Business Contact Manager 2007

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T

Tdodge

I am trying to find a way to see the details of a communication history that

is posted in my Business Contact Manager. If I log a phone call, I want to

be able to have a report that will give the details of the phone log, or

anything else listed there. Does that make sense?
 
S

Steve D.

Closest thing I have seen is "Communication History" which is a drop down

from the main menu "Business Contact Manager". It has Type of communication,

(business note, meeting, opportunity, etc.), Subject, Linked to and Create

date and who created it. I would also like a report with a comprehensive

account history, that would show all contacts and contact info associated

with the account and all activity associated with the account including

history, business notes, past and future appointments etc. It should allow

you to select a date range for all those activitites. If you find it before

I do please let me know !

"Tdodge" wrote:


> I am trying to find a way to see the details of a communication history that
> is posted in my Business Contact Manager. If I log a phone call, I want to
> be able to have a report that will give the details of the phone log, or
> anything else listed there. Does that make sense?
 
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Not open for further replies.
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