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avinash  
#1 Posted : Thursday, May 24, 2012 10:19:11 AM(UTC)
Rank: Member
avinash
Groups: Registered, Developer

Posts: 1

To create a report for all the related data for Contact Manager (or any other applications under CRM) do the following:



  1. Go to Contact Manager > Reports

  2. On the row that says "List of Contacts and Children" click on the Edit icon on the right

  3. On the Select Group screen, choose Group by Type

  4. Save and View the report


The report will be grouped by the type of related data, example: notes will be grouped separately from events, tasks etc.

 

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