Lookin for some direction.
Each of my "closed/won" potentials is an event with an event date and other event specific information. At the beginning of each week, I'd like to create a report that displays the events coming up that week not in table format, but as text. For example...
12/27/20 Chicago, IL Event
Contact Name: Persons name
Contact Phone: Persons phone
Event information pulled from a field
12/29/20 Detroit, MI Event
Contact Name: Persons name
Contact Phone: Persons phone
Event information pulled from a field
etc..etc...
I was playing around with creating reports but couldn't figure out how to list events NOT as a table.
Playing around with mail merge but couldn't figure out how to filter the results properly.
Just looking for thoughts/ideas on which road I should head down.
Thanks.