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Generic Inquries for Activities in Leads

  • January 15, 2025
  • 5 replies
  • 50 views

I’m trying to create a generic inquiry for all related activities in my leads but only the work items shows. I’ve tried to use the Activities module but only my activities for both “all activities” and “my activities” shows. 

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5 replies

dcomerford
Captain II
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  • Captain II
  • 646 replies
  • January 15, 2025

@rjponce Can you share the GI and then someone will look at i am sure


  • Author
  • Freshman I
  • 2 replies
  • January 16, 2025



I was hoping it will show emails, notes, phone call or any activities. But if that isn’t possible that’s fine 


  • Author
  • Freshman I
  • 2 replies
  • January 16, 2025

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  • Freshman II
  • 9 replies
  • January 23, 2025

@rjponce 

The CRActivity table contains all types of activity data, and it should fetch all activity types. Please review your relationships again to ensure they are correctly configured.

The screenshot you provided does not include all necessary relationships for a thorough review. Kindly provide the XML file of the Generic Inquiry so that I can analyze it in detail.


nhatnghetinh
Captain II
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  • Captain II
  • 532 replies
  • January 24, 2025

Hi ​@rjponce 

You create conditions: CRActivity.RefNoteIDType = Lead

 

 

 

Best Regards,

NNT


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