Does anyone know if it's possible to add a date field to a report (I've been working with the History Summary Classic) that returns 'Last Date of Meeting' or 'Last Date Called'?
My boss would like a simple list/report that shows him the Calls Completed/Meetings Held by a sales rep each month per contact. I can get the counts, but I don't know how - or if it's even possible - to display the last date for the respective Called/Meeting totals.
FI, he'd like to see something like this:
December 2004
ABC Company
2 Calls Completed (last called on 12/8/04)
1 Meeting Held (last meeting on 12/17/04)
Thanks very much for any help on this.
My boss would like a simple list/report that shows him the Calls Completed/Meetings Held by a sales rep each month per contact. I can get the counts, but I don't know how - or if it's even possible - to display the last date for the respective Called/Meeting totals.
FI, he'd like to see something like this:
December 2004
ABC Company
2 Calls Completed (last called on 12/8/04)
1 Meeting Held (last meeting on 12/17/04)
Thanks very much for any help on this.