Question

GI to show most recent activity related to customer accounts

  • 8 December 2022
  • 5 replies
  • 85 views

Userlevel 4
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Does anyone have a GI or thoughts on how to create a GI that will display the following:

  • Customer account ID
  • Default Salesperson assigned to the customer account
  • The most recent activity related to this customer account performed by this salesperson
  • The date of this activity

5 replies

Userlevel 7
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Hi @mikeho  Do you have Audit History is enabled for the Customers screen?

 

If yes, you can extract the data from the Audit History table to fetch the activity information.

Userlevel 7
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 @mikeho The activities may not stem from from the same source, so if you link Customer to CRActivity  (NoteID = RefNoteID) then you will only see the activities which were created off the customer record.

This shows that for me, only 2 of these activities were created off the customer record and so they would be the only ones to show up if I link CRActivity to Customer:

If the activities are from a different module then you’ll want to join to the specific module table, but if they come from multiple sources it could be a little more difficult though you can always fall back on what Naveen mentioned to use the Audit History.

Userlevel 4
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@BenjaminCrisman or @Naveen Boga - yes, the activities could come from multiple modules, mainly either the Customers or Sales Orders modules. Knowing this, do you have any suggestions how to set up a GI that would produce:

  • Customer account ID
  • Default Salesperson assigned to the customer account
  • The most recent activity related to this customer account performed by this salesperson in the Sales Orders module and Customers modules
  • The date of these activities
Userlevel 7
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Hi @mikeho  were you able to find a solution? Thank you!

Userlevel 4
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Hi @Chris Hackett - I did not. Still trying to figure this out.

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