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Reports (calls, meetings, emails,notes, tasks)

Question asked by Paul Paul on Mar 12, 2015
Latest reply on Jul 30, 2015 by Johannsen Quinio
Hi
I am trying to produce a weekly activity report which is date specific which logs all details in calls,meetings,emails,notes and tasks so I can send to a client and use at staff meetings. The search criteria to initiate the report will be based on a job number which is a custom field under the Leads module.

My understanding is that Sugar does not allow to combine reports (please change this sugar people) and that it does not show the body of emails (I can live with that).

Can someone please help me or point me to an instructional video on how to perform the above report. My stumbling block seems to be the custom field criteria of the job number to create the report.

(professional edition 7.5....)

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