Report to show all activity/records associated with a contact?
Hi there
I wish to run a report similar to the the on-screen information displayed when I click on either a contact or an account i.e. it lists the records from tables associated with either the contact or account.
In particular I am interested in displaying (for either a contact or account): activities, campaigns, leads, potentials.
Is this possible via reporting (or preset reports) within Zoho CRM reports? If so, could you direct me to the appropriate help page or wiki?
I have only recently started using Zoho but have used reports writers previously. I am therefore looking for signposting to appropriate helppages.
Many thanks