The problem is following:
When you create an opportunity and link an account to it. it doesn't matter with what accounts you have calender events in the future. If you link that event to that opportunity in reporting you always have accont name which was linked initially to that opportunity and you dont see account name whom you really met. But the contact name is always right.
We have interprise version and we tried many different reports
1 resposta
There should be another Account Name field that you can pull into the report!
Make sure to search for that field in the quick search on the left!
If it's not available, you might be able to create a custom Opportunity formula field and reference that field instead:
Account.Name
Hope this helps!
David
