Hi :)
Is there anyway to generate an activity report (for tasks) which shows the account name of the deal, when the task is added at deal level?
I cannot see anywhere how you can show a report for tasks added at deal level which will show the account the deal is attached to. The account name is always blank.
Its not great when your having to use the "related to" i.e. deal subject to reference rather than the account name the deal is attached to.
For clarity, the tasks have to be added at deal level so we can track our admin teams.
Any ideas?