Printing Goldmine Activities from Crystal Reports

[ksanim]

I'm using Crystal Reports to create reports consisting of Goldmine data. What selection criteria do I need to use so that Crystal prints only activities scheduled within a project? Right now, I get all activities scheduled.

 

[RobColborne]

Hi

Add the OpMgr and Cal table to a blank report. Link the two tables through OpMgr.Opid to Cal.Loprecid. Select the required join type. Use the record selection expert to restrict records to just {Opmgr.rectype} = "P".

This will give you only activities linked to projects.

Robert Colborne

http://www.prior-analytics.com

CRM Solutions with GoldMine and HEAT

 

[ksanim]

Here's what I want to do: Display the Project name, contacts associated with it along with the activities the contacts have performed in the project. So far I've linked Opmgr to Contact1 through AcctNo and Contact1 to ContHist through AcctNo. I tried linking the ContHist Loprecid field to the Opmgr OPID, but it didn't return any records. Is there special selection criteria for one of the fields in ContHist?

Thanks.

 

[Drakhan]

Try this:

1. Link Contact1 to Opmgr using AcctNo. Did you receive any results? (yes or no)

if no, check your database, this should work...then try again...

if yes, move on to step 2

2. OpMgr to ContHist using AcctNo.

That worked for me...however, all of the fields I chose after the link had data in them...