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Hi All,

 

for internal account users how can I add past activity and show email saved?

 

I can see activity for an opportunity but not for a user?
1 respuesta
  1. 25 jun 2019, 22:19
    Hi Paul, I think not in the user page, but you could create a new report with Report Type "Activities with Account", you can filter or group row by Created by or the Assigned fields, don't forget to change the default filters to something like:

     

    Show Me: All Activities

     

    Date: All Time

     

    Show: Open & completed Activities

     

    Show: Task and Events

     

    Saludos

     

     
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