Contact activity report???
Amanda Aparicio
If we start using "Contact" activities to track conversations with clients, I'd like to be able to see a report for all contact activities for the month, for example. Currently I think you can only look at Contact activities by looking at the client's profile. Could we have a report filterable by activity type and date range?
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Kris Byers
It would also be good to be able to @mention team members within an activity entry.
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Kris Byers
YES. Exactly my request too. Please give us an activity report - filterable by date, client, activity type.
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Nellie Gorka
Having a report that shows all activity per client would be so valuable.
Amanda Aparicio
Merged in a post:
Activity Reports
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jacob bryant
Could we have a report please for Activity entries - specifically contact activity entries? Right now we have to look at activity on a client-by-client basis. We can only see one client at a time on the Client's page. I'd love to be able to run a report for all Contact Activity for March, for example. Ideally this would be filterable by date, activity type, user, & client.