Integration with CRM & Project - missing fields
Hi
CRM: I am trying to create reports in Analytics from data in CRM which I would like to filter by User role. Role isn't included in the Analytics User table and when I looked at the configuration in CRM the User table was shown in the list of modules you can select additional fields for.
Projects: I want include the users' project portal rate in reports but again I can't see any way of pulling this data in from projects (only the User Hourly Rates table which would require manual data entry).
If anyone knows how I might be able to get those fields to import into Analytics I would be really grateful
Thanks
ND