Question

Generic Inquiry Call Report (Marketing), Report Designer (Call Report)

  • 9 April 2024
  • 1 reply
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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.

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lauraj46
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Hi @wmatthews1877 ,

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

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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