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Thread: Activity related to accounts

  1. #1
    tomfrench is offline Junior Member
    Join Date
    Nov 2008
    Posts
    1

    Default Activity related to accounts

    Hi

    I'm trying out SugarCRM CE for the first time. Some of it looks very hopeful, but there is one thing I'm having trouble finding information about. Is there a way on your home page to see a list of all recent activity for your assigned accounts?

    Say, for instance, our support desk responded to someone at one of my accounts, I would like to be to quickly see what's going on.

    Thanks very much for your help.

    Tom

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Activity related to accounts

    Hi Tom,

    You can display all calls, tasks, or meetings for all users, any specified users, or only the items assigned to you. You cannot out of the box display only the activities for your assigned accounts.

    You can see the related activities for your accounts when you are in the account detail view.

    You can also set up a report to display exactly what you are looking for. You can download the free zucker reports and just save a report which displays all activities related to your assigned accounts (and add filters for time periods etc)
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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