So I'm trying to devise a way for our people to keep easy track of the clients they make calls with.
The background is this:
Primary module: Temporary Clients (1)
Related module: Client Calls. (Many)
1 client can have many client calls logged for them - so that's the 1 to many relationship.
What I'm trying to do is: Create a report that shows the list of all temporary clients alongside the calls logged with them, in the same view. So the call history of all clients is easily visible, and the clients who haven't had any calls yet are visible too.
When I try to create a report, however, if my primary module is "Temporary Clients", there isn't an option to add "Client Calls" as one of the related modules.
I tried to get around this by using the "Client Calls" as the primary module instead, and while this shows the data in the way we want, it doesn't show data for the clients that have zero calls logged for them.
I'm wondering what the best way around this would be.