Hello,
I have a request I don't exactly know how to answer it, and may be not with analytics.
I'm getting daily 3 emails with excel sheets attached and inserted in tables. I built a new SQL table aggregating all 3 tables (3 SELECT). Then a report is build from this SQL table and added in CRM as Webtab.
Users ask my how they can add comments to each records (and later share this report with their contacts).
Analytics is certainly the best tools to aggregate data, but can't add comments, am I right ?
I'm not sure that CRM is the best way to handle these comments. Or I should create a module with these report records ? That way, users can add comments ?
Or should I use another Zoho app for displaying report and adding comments (creator ?)
I don't want to cross post to multiple forums, but let me know if there is a better place to post this ?