11-06-2008 05:53 PM
Is there any way to group by Activity? For example, we're setting up activity due dates for some items and would like to group contacts by the month when those activities are due. One instance is, I setup a custom Activity called payment. When that payment is due, an alarm is given. That all works fine. However, I'd like to have a group setup so that someone could login to the system and click the group and see all contacts that have a payment alarm due in the current month. Is this possible? If not, is there some other way we could possibly setup this type of action?
It's not critical, since the activities report would display this information. But I'd like to have a way to view the data via the interface, if possible, because we have some people in our office who would not understand the concept of how to run a report, but would still want access to view the data.
11-06-2008 06:13 PM
I think I may have figured this one out on my own. It appears that Oppotunities may be better suited for what we're trying to do here. Our biggest issue is that our payments and such are not setup like products. Our items can vary in pricing...it is not a set amount. I'm worried this may be an issue in the opportunities section. Everything else fits what qwe need perfect though, the reports, the funnel, the dashboard, the groups, etc. I guess what I need now is to find out how to make the items in the Opportunity less static. I need to be able to add items whose price can change from one sale to the next.