Activities Report and Activities Detail Report - Circle Colours

Thu, 2009 10 01

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

Reporting on cases

Thu, 2009 06 04

Reporting on cases and resolutions can be frustrating until you discover that the information recorded in the…

Quick Campaigns

Wed, 2008 07 30

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


Sending Direct E-mail to Contact requires permission on parent account

Fri, 2008 05 02

Using Direct E-mail to send to a contact requires at least read access on the Parent Customer record.