Hello,
I have been a ZOHO CRM user for the past 3 years and am just getting my feet wet with ZOHO Reports. What I am trying to do is an "All Activities" Query that the sales managers can use to manage their teams. There is an Activities query that I used to develop this as it essentially gave me what I wanted with one exception, the Account Name. Instead I get the Account ID, which is meaningless to most people.
I am not a programmer and am more used to Access 2010 where I link tables that I need. My SQL skills are very rudimentary.
So, here's the SQL for what I have in Zoho Reports so far, which I modified from an existing Activities query:
SELECT
'Tasks' as "Activity",
"Task Owner" as "Activity Owner",
Subject,
"Created Time",
"Modified Time",
"Due Date" "Due Date",
"Status",
"ACCOUNTID"
FROM "Tasks"
UNION ALL
SELECT
'Events' as "Activity",
"Host" as "Activity Owner",
"Title",
"Created Time",
"Modified Time",
"From" "Due Date",
case
when "To" <= now() then 'Completed'
else 'Not Completed'
end AS "Status",
"ACCOUNTID"
FROM "Events"
UNION ALL
SELECT
'Calls' as "Activity",
"Call Owner" as "Activity Owner",
Subject,
"Created Time",
"Modified Time",
"Call Start Time" "Due Date",
'Completed' AS "Status",
"ACCOUNTID"
FROM "Calls"
The results I get are shown in the snippet below. Now I know the SQL doesn't show anything about Account Name because I can't figure out how to do that. What I want to do is replace Account ID with Account Name.
Any assistance is appreciated.
Regards,
John Galich