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Reading/Reporting Activity History
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know3things
Feb 9, 2007, 5:13:01 AM2/9/07
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I wish to be able to report on case history specifically and activity history
generally. Is there a way of compiling a report either by advanced find or
programming a report in VB that will include e-mail activity and the notes
fields? (I know that I can print the notes fields, but I cannot do anything
with the e-mail correspondence) I would then be able to send a report to my
customers at the end of the month showing the exact status of their cases -
and justifying my existence!
generally. Is there a way of compiling a report either by advanced find or
programming a report in VB that will include e-mail activity and the notes
fields? (I know that I can print the notes fields, but I cannot do anything
with the e-mail correspondence) I would then be able to send a report to my
customers at the end of the month showing the exact status of their cases -
and justifying my existence!
It would be very useful to be able to read the history with a reading pane
or a two line view like you can read e-mail in Outlook. It is very time
consuming having to open each object to read it. For instance if a case has
been open for a while and there is a long history, finding information can
take a long time. It would also be helpful to have a search mechanism, again
similar to that in Outlook, so that you can search for keywords in the text
body. Has anyone got a way to do this or any suggestions of how to overcome
this please?
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