If you are on a version higher than Professional and have access to SQL based reports you should also be able to create a rather simple query to retrieve the data you need for a report that might include calls and meetings spanning multiple parent records.
Remember that Calls and Meetings are related via FlexRelate so some may be related to Contacts while others to Opportunities, so regardless of your approach, finding all the Calls/Meetings related to a person/ Account may turn out to be a bit more challenging.
If you are on a version higher than Professional and have access to SQL based reports you should also be able to create a rather simple query to retrieve the data you need for a report that might include calls and meetings spanning multiple parent records.
Remember that Calls and Meetings are related via FlexRelate so some may be related to Contacts while others to Opportunities, so regardless of your approach, finding all the Calls/Meetings related to a person/ Account may turn out to be a bit more challenging.
Change Log along with Activity stream-generated links provide physical data changes that undoubtfullyrevealthe database relations changes and data changes -however, those are hard to call the business-valuable events, to be aware of which is crucial for getting a 360-degree view on customer relations
An SQL-based report could be a solution for those who know SQL, but (IMHO) CRM users would rather prefer flexible filters, list views, and dashlets of the modern CRM.
Usersalso hardly interested in technical peculiarities of the platform that allows relating activity either to Account or Opportunity - this should be addressed ASAP for them - for the sake of CRM users adoption
Give a TimeLine Viewer addon a try, to clarify how the TimeLine arranged in Sugar helps CRM users.
Best Regards, Dmytro Chupylka
integroscrm.com We make work in Sugar CRM system faster, more convenient and efficient
