M
mcw
I have numerous daily tasks all linked to business accounts in BCM. I need
to create/print a report that shows me all tasks by task due date, then by
Business Account Territory, then by a user defined field on the Business
Account. This is for the purpose of scheduling pickups at my customer’s
site. The report would need to show the Business Account Name, Address,
Phone, etc. as well as info from the task itself. Can this be done?
to create/print a report that shows me all tasks by task due date, then by
Business Account Territory, then by a user defined field on the Business
Account. This is for the purpose of scheduling pickups at my customer’s
site. The report would need to show the Business Account Name, Address,
Phone, etc. as well as info from the task itself. Can this be done?