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Report and contact Processes

Last post 10-29-2009, 10:38 AM by Adam Travers. 1 replies.
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  •  10-27-2009, 11:40 AM 2171

    Report and contact Processes

    As an outcome for a contact process, I see that we can select a report. I'm trying to understand how this works.

    I'm building a contact process, and was thinking to after a "to do" task, select a report that would show the activities accomplished by the contact process or user.  Is this possible? If yes, if select build in process a report for activities, once the " to do" is completed, and the report triggered, how is report generated? Is it sent by email to someone, or prints out?? How does it work?

    Thank you in advance for your help.

     

     

     

     

     

     

  •  10-29-2009, 10:38 AM 2181 in reply to 2171

    Re: Report and contact Processes

    I have just created a Contact Process to run the Contact Detail report, and nothing happened! all it did was attach a note to the Contact record.

    So, Im guessing its a no, or there's a bug? as I would assume it would run a report on screen (it would'nt email it as there is no where to define an email address within the report task.

    Regards, Adam Travers

     

     

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