on 02-28-2019 5:59 PM
Can I create a single report with all activities (appointments, phone calls, tasks and emails) including visits?
Thank you Ankur. I have attempted this with no success yet. It makes sense that this should work so I will keep trying.
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Hello Larry,
Visit is a different Object, so although you can have one single Report showing Activities - Appointments, Phone calls, emails and Tasks, to include Visits in this report, you might have to create a Joined data source as a first step between Visit and Activity Datasource and then create a Report out of this joined DS. See if that works.
BR
Ankur
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