Hello,
Trying to come up with an easy way to see all activities created under Leads, Opportunities, and Business Accounts. When an activity is created the user enters a Summary, but then also types up details in a separate box. Does Acumatica allow for these details to be put into an Audit? I put a picture to show the spot I am looking for. I am trying to save clicking around to read every report all my salesmen enter daily.
Best regards,
Aaron Abner
Best answer by nhatnghetinh
Hi
Please create a Generic Inquiry to get the activities.
However, the Body field (detailed content of the activities) is displayed in HTML format, so you need to create a formula to remove unnecessary HTML content. Below is a sample formula, you need to optimize and edit this formula to complete all cases.
=Replace(Substring([CRPMTimeActivity.Body], Instr([CRPMTimeActivity.Body], '<p class="richp">') + 17, Instr([CRPMTimeActivity.Body], '</p>') - Instr([CRPMTimeActivity.Body], '<p class="richp">') - 17), ' ', ' ')
Best Regards,
NNT
+11Hi
Please create a Generic Inquiry to get the activities.
However, the Body field (detailed content of the activities) is displayed in HTML format, so you need to create a formula to remove unnecessary HTML content. Below is a sample formula, you need to optimize and edit this formula to complete all cases.
=Replace(Substring([CRPMTimeActivity.Body], Instr([CRPMTimeActivity.Body], '<p class="richp">') + 17, Instr([CRPMTimeActivity.Body], '</p>') - Instr([CRPMTimeActivity.Body], '<p class="richp">') - 17), ' ', ' ')
Best Regards,
NNT
+11Hi
I'm sending back a more complete formula that pulls detailed content from the HTML.
=Replace( Substring( [CRPMTimeActivity.Body], Instr([CRPMTimeActivity.Body], '">') + 2, Instr([CRPMTimeActivity.Body], '</body></HTML>') - Instr([CRPMTimeActivity.Body], '">') - 2 ), ' ', ' ' )
Best Regards,
NNT
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