Tech Support > Microsoft Windows > Windows CRM > Linking "activity" to "account"
Linking "activity" to "account"
Posted by Jacqui on July 9th, 2003


Hello all,

I'm working on a customized crystal report and would like
to include "activity" fields as well as "account" fields
in the report. One of the first steps in creating this
report involves linking the tables through the "Visual
Linking Expert". I can't find a field that is common to
the two types of tables that is also a unique identifier
(it would be perfect if I could find an Account ID in
the "activity" table but there doesn't seem to be anything
like that).

The report would essentially list general account
information - name of company, address, etc. and then any
activities that have been done on the specific account -
sent an email on this date, called on this date, etc.

Thanks,
Jacqui.

Posted by Lam Le on July 10th, 2003


You have to create a sub report that links the
acitivities to the account. The link is not very
obvious, it is actually a select statement like
{activity.objectid} = {?Pm-account.accountid, look for
this under Select Expert. The best recommendation I
would give is look at the "Opportunities Activities and
Notes" sample report. It is essentially the same of what
you want to do.

Good luck,

Lam Le