I am trying to create a report that will combine meeting and call activities. Is this possible without external add-ons?
I am trying to create a report that will combine meeting and call activities. Is this possible without external add-ons?
Please vote here:
https://sugarclub.sugarcrm.com/explore/enterprise-professional/i/product-suggestions/merge-calls-and-meetings-into-one-module
.
CRM Business Consultant
Please vote here:
https://sugarclub.sugarcrm.com/explore/enterprise-professional/i/product-suggestions/merge-calls-and-meetings-into-one-module
.
CRM Business Consultant
There is a Timeline Viewer Addon for this - provides the Timeline to collect key events in chronological order - that includes the activity of all standard types (meetings. calls, emails) along with key data changes and external events integrated.
you can find details here: https://integroscrm.com/timeline-viewer/
Best Regards,
Dmytro Chupylka
integroscrm.com
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