05-25-2017 06:08 AM
I'm trying to run a Task List report that contains information for the Details text-box.
The Details text-box appears in the Regarding dialog box, when you are clearing Calendar activities.
Only three, very short words are ever entered in the Details text-box, so l'm surprised that the info is not showing in the Task List report.
The Details field is one of the options listed in the Customise Columns dialog box, but although I select it, no information appears in the Task List report.
I've included below three images to show what I'm trying to explain.
I hope somebody can advise me on this, please?
Image 1: The Task List report, but the Details information does not appear.
Image 2: The dialog box for Customise Columns, showing that the Details has been selected.
Image 3: The Details text-box is the large text-box that appears in the Regarding dialog box, which appears when you are clearing activities in the Calendar.
05-25-2017 09:16 AM
05-25-2017 10:47 AM
Within the lookup, Details will not be displayed. If there are details for that activity, a lower-case "i" encased in blue circle will appear in that column. You can always double-click the icon and details for that activity will open up in another window.
On the other hand, if you are actually running a "Task List Report" (to PDF or hard copy), by way of Reports / Other Contact Reports / Selecting "Task List.rep(2). Details will display on Report as shown below.
I do see that you are labeling your tasks generally as "Personal Activities" in the Regards section (Support, Assessment 1, Initial Visit). You might be able to get more out of reports if you create specific activity types and using them going forward.
Schedule / Manage / Activity Types / Add to create additional Activities to schedule with.
Hope this helps,
05-29-2017 04:12 AM
Thanks for your reply.
Yes, the information from the Details text-box does appear in History.
As the required info is brief (just 2 to 4 words) think we will probably just add several new options in the Regarding drop-down menu.
05-29-2017 04:18 AM
Thank you for your reply.
I'm going to have have a look at the Reports area, as I'm not too familiar with it.
When doing reports, it's usually Task List or Advanced Query that I use - so, yes, am probably limiting myself here by not exploring the Reports area in more detail.
Thanks for the tip!
01-16-2018 01:02 PM
I would like to see Details in column (Options) view show at least the first 10-20 charc. rather than a blue icon "i"
Reason I could use Activity to show in Task List my customers with a support ticket # xxxxx that I can click on contact link to jump to the record. I don't see reason the details has to support Rich Fonts format which prevents that field from showing up in the column.