CRM Report - Notes Module
I'm trying to get a daily report of the notes entered by my sales team. There are a few ways notes get entered -
1. There are a number of Events created for meetings with Contacts associated with Accounts or Deals. The Event will linked with the Contact + Account or Contact + Deal
2. We may just receive info via other means for a Deal. In this case, the sale rep will add a note to the Deal.. The Deal is usually linked with an Account and Contact.
3. In the case of a regular visit to a customer or compamy, the sales rep may just add a note to the Contact or the Account.
I want a report that lists ALL the notes created by sales rep's in the last day AND also has the Contact, Account and/or Deal information, if it was linked. I created a report with thThe problem is that even though these Contact and Account may be linked with a Deal, they do not get listed in the report... The same goes for other cases....
See attchment.. I've attached the Report setup and the Report result. The report has a Contact called "
Gopi Code rapper" that is linked to an Account, but the accounts doesnt show up!
Thanks,
Nish
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Michael Trow
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