I use Zoho CRM to manage contacting programmes for clients where my firm is emailing and in phone contact with different clients.  I want to provide clients with a pdf Report monthly where all our interactions with the outside world are documented. 

I can do this for Tasks, for example, but I really want to have a single document which provides information about al the  tasks completed for the client including meetings held (with the meeting notes included), activities carried out and emails sent and received.  Is this possible?

Many thanks,

William