- Report Needed
- Posted by Wendy Hertzfeld on November 16th, 2006
At this point in time our company is not in the position to be able to write
reports for CRM. We need a report that is similar to the Account Overview
report that comes with CRM.
Can anyone write the following report and if so what is the estimated cost
for writing the report for us?
For each account by owner, we need to see all notes that have been entered
under the account, account contact and account activity (open & closed) for a
specified time frame. It would be similar to what shows up at the bottom of
the Account Overview report.
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