How to view activity history for CRM user/employees

[marulic]

In our company we are using Sugar Community Edition Version 5.5.0 (Build 6653).

Several colleagues are using CRM and we would like to view/search their history for particular day or range of days. We would like to see their activity history (calls, notes, ...). I know I can view history for each Account but how to view history for user/Employees?

Help is much appreciated :-)

Robert

[christianknoll]

The information you are looking for is in the tracker table. You can use our reporter to build a report fo rthe tracker entries per user and select by date ranges as well. Select the module Trackers and then start from there. If you need a quick ling you will need a specific kreporter field that returns a link to the module.

Alternatively write you own dashlet (maybe take a look at the activity stream) and your own options) or write your own report.

christian.

In our company we are using Sugar Community Edition Version 5.5.0 (Build 6653).

Several colleagues are using CRM and we would like to view/search their history for particular day or range of days. We would like to see their activity history (calls, notes, ...). I know I can view history for each Account but how to view history for user/Employees?

Help is much appreciated :-)

Robert

[marulic]

Thank you very much for help :-)

I will look into it.

robert