BCM Reports

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  • Start date Start date
G

Guest

I am using the beta of BCM2007 and need to be able to produce a summary sheet
(printed out) of all history items for a contact, including contact details
(name, address, phone number) Communication History items and Comments from
the Details page. Is this possible?
 
Sue C said:
I am using the beta of BCM2007 and need to be able to produce a summary
sheet
(printed out) of all history items for a contact, including contact
details
(name, address, phone number) Communication History items and Comments
from
the Details page. Is this possible?
Click to expand...
It's certainly possible. Business Contact Activity Report under Reports ->
Activity Reports is probably what you want. Use filters and add extra
columns as necessary. Comments by default won't be included unless you add
them and neither will most of your other data columns, but they are
available through the Modify Report interface.

This report doesn't seem to show the comments from the main details page,
but it will show comments from Business Note entries. That's what you are
supposed to be using anyway to easily keep track of your notes.

The templates for these things are probably customizable, although I haven't
looked into that in-depth yet. They appear to be stored in
Microsoft.BusinessSolutions.eCRM.Reports2.dll

Anyway, this should be good enough.
--
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC - http://www.crashproofsolutions.com
MCP Exchange 2003/Small Business Server 2003
Microsoft Small Business Specialist Partner
See the tips and tricks section on my website for video tutorials on BCM
Send a smile to Microsoft (Office 2007 Beta feedback tool)!
http://tinyurl.com/m4omy
 
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