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Marketcircle Team |
Would you want counts (i.e 5 tasks created) or would you want details in the reports?
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Apprentice |
I would need the ability to provide details. The number of tasks would be a nice "overview" or statement. Example: Today I had <$WhatEver.TasksCreated$> Tasks created. Here is the break-out of those tasks: ===========Stripe>Table=================== <$WhatEver.IconOfActivity$><$WhatEver.Organization$> <$WhatEver.Name$> <$WhatEver.Detail$> ===========Stripe>Table=================== At this time there are <$WhatEver.NumberOfOpportunitiesStillOpen> Opportunities Still Open etc. etc. etc. With the ability to plug-in Contact, Organization Form Data and User Input. Etc. The ability to create reports easier in a way that the result was like Cyntha's Example Reports. I appreciate your attention and feedback |
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Apprentice |
I agree that the reports are too steep to understand.
It took a while to get every body up to speed, but i can't printr a descent calendar, short job summaries or tasks/to-do list for myself or employees. Is there any reports in the symulator example db to pick up and start from? |
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