CM

1. Community
2. Discussions and Best Practices
3. Can I run a report based on a view?

OK Erin (Business Made Simple) - thank you for confirming that. Would be great if there was some kind of way to create a report from a view, rather than having to mimic it by hand, because often I ...

• View comment
• Created September 05, 2019 18:21
• 0 votes

1. Community
2. Discussions and Best Practices
3. Can I run a report based on a view?

Hi Micah. Yes, they do.

• View comment
• Created September 05, 2019 17:55
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Sidebar tasks

David - is the Sidebar showing you the names of the contact or project when the task is generated from an automatic activity set? If not, have you found any helpful workarounds?

• View comment
• Created December 02, 2018 19:37
• 0 votes