Has anyone ever done a Generic Inquiry or Report Designer for Call Reports? Call Reports are what the Sales Reps submit after they visit one of their customers (at least that is the way it works here), with the date, time, customer name and other highlights or data that is needed.
Answer
Generic Inquiry Call Report (Marketing), Report Designer (Call Report)
Best answer by lauraj46
Hi
Please share a screenshot showing where users are saving the Call Reports in Acumatica. This will determine which DAC (Data Access Classes) should be used to build the GI. For example if they are being saved as Activities or Tasks in Acumatica then the DAC is CRActivity.
Laura
+8Hi
Please share a screenshot showing where users are saving the Call Reports in Acumatica. This will determine which DAC (Data Access Classes) should be used to build the GI. For example if they are being saved as Activities or Tasks in Acumatica then the DAC is CRActivity.
Laura
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