The problem is followig:
We created some customized fields for organizations. For example customer type (wholesaller, installer and so on) and we created some fields for contacts too... Now we want to make a report where we see activities by our salesman and split by customized fields.
The problem is when you create a new report for calendar activities for contacts and you want to see type of his organisation (customized field)... the system simply doesn't offer to use customized fields.
One more time - is it posible to create activity reports for contacts and to use in the same report customized fields (organisation, contacts and so on)
답변 15개
Setup>App Setup>Create>Report Types. I am pretty sure the configuration in the attached screen will be what you need.
