09-19-2012 08:46 AM
I am really struggling. All I want is a report that shows our client list and all of the meetings we've had in a specific time period. Is this possible. In 2006 it wasn't. This is such a basic report that I believe it has to be doable. Please help!
09-19-2012 08:51 AM
09-19-2012 09:05 AM
Are you talking about future meeting or meeting completed. For future meeting try the Task List report. For meetings completed try the Note-History report.
09-19-2012 09:22 AM
Thanks Roy! I'm still having trouble. I want past Client + Meeting Dates that's all. Can you walk me through? Sorry, I haven't had any experience running reports. If you can you'll be my hero forever!
09-19-2012 09:28 AM
For that you could use the task list screen and use the filter settings to show the data you want and then you could do a quick print of that screen.
09-19-2012 10:57 AM
There are filter setting on the task list screen at the top of the panel. Be sure to also check the option dropdown
09-19-2012 11:24 AM
The filter lists every senario imaginable exept what I'm searching for - I'm trying to filter on "Type" of Contact. That's where we list if they are Business, Prospect, Client. Can't find it.