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Activity Report

edited Jan 3, 2020 12:37AM in Search / Reporting 1 comment

Can anyone explain how to build a report or saved search that allows me to see a complete list of leads, or prospects or customers and the "activities" associated with them.  I know how to see a list of just those customers who have had activities, but is there a way to create a simple report or query that would show but inactive and active on the same report/query.

Example:

Company       Last Call      Date  Last     Task Date     Last Note
Joe's Cellar     9/1/2006     Null (Blank)    8/24/2006    9/2/2006
Fred's BBQ     Null             Null              Null             Null

Thanks, Nate

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