2011

Activities Report and Activities Detail Report - Circle Colours

The out of the box Activites Report only shows activites that are regarding Opportunities and Cases.

The report includes an option to show all. This uses the Activities Detail report which includes colour coding against the activities.

By analysing the rdl file for the report the following sets the colour circle to show:

IIf(Fields!scheduledend.Value>DateAdd("d",7,Now),"ballgr",IIF(IsNothing(Fields!scheduledend.Value),"ballgr",IIf(Fields!scheduledend.Value>Now,"ballyl","ballrd")))

Reporting on cases

Reporting on cases and resolutions can be frustrating until you discover that the information recorded in the Resolve Case Dialog window is found in more than one view.

When a case is resolved, a special type of activity called a case resolution is added to the case. To write reports on Cases, the following filtered views might be needed:

Quick Campaigns

Quick Campaigns are used to create a single interaction with a list of Accounts, Contacts or Leads.

The interaction can be a Phone Call, Appointment, Letter, Fax or Email.

Quick Campaigns and Outlook
If working with the CRM Client for Outlook additional options are available: Letter via Mail Merge, Fax via Mail Merge and E-mail via Mail Merge. The Mail Merge options require Microsoft Office Word.

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