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Forums
Extending Daylite
Building Reports and Print Layouts
HandOver or Shift Reporting
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Apprentice |
I need to produce a comprehensive shift report of all my activites, Notes, Opportunities at the end of my shift.
Through some "Monkey Work" and frustration I created: Today I handled Live Chats in LivePerson Out of those chats I handled the break-out of those chats are: Pre-Sales Post-Sales The Clients of Post-Sales were: The Number of Emails Received were: The Number of Emails Sent were: The Clients or Potential Clients Responded To is: My Shift Time Covered the Hours of: Notes: Regards, Travis Johnson US Sales This is based on a REPORT>END OF SHIFT and then I provide the information (redundantly) and much less detail than I need. I was wondering if someone could assist me in a report that I could report actvities, notes and opportunities.. Right now I managed to "rig" strangely some form varibles to the report.. Help would highly be appreciated. |
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Marketcircle Team |
I guess your post in the other thread is the continuation - so I will close this one.
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Forums
Extending Daylite
Building Reports and Print Layouts
HandOver or Shift Reporting
