I tried to figure out how the Filtered Views in CRM work. For example in
Contacts I wanted to see the activities of the last 30 days of a certain
contact. What I found out was that one specific activities was not listed
that definately had all date values less than 30 days since it was created.
Only when I switch to "All" then all the activities are showing up in the
history. It doesn't even matter which filter I choose (it can even be the
"Last 6 month) I get the same results.
I went directly to the activitypointerbase table and found out that this
activity didn't have a value in the field "actualend". The test activity
(task) I created which was showing up in the view "Last 30 days" had a value
in actual end. This activity I created myself the other was created by
someone else.
Does anybody know when the field "actualend" is set to a date and when not.
Any help would be much appriciated.

Regards,
Elias

RE: Activity "task" not appearing in history of activities by Mary

Mary
Thu Oct 26 09:55:01 CDT 2006

I also have a similar (I think) issue in that we have someone with pending
tasks and they only show up in her activities if she changes the filter from
all to Tasks. Has anyone had this happen, it seems sporadic, in that a lot
of her tasks will show up under the All filter, but some of them only show up
under the specific Tasks filter. The problem is then she has to remember to
switch filters, so she doesn't forget to do a task, which is obviously not
ideal. This only seems to happen with tasks that have been assigned to her
by her supervisor, however it doesn't happen with all tasks that have been
assigned. We've walked through and made sure all the tasks were accepted in
the Queues as well. Any ideas would be greatly appreciated.

"Elias" wrote:

>
> I tried to figure out how the Filtered Views in CRM work. For example in
> Contacts I wanted to see the activities of the last 30 days of a certain
> contact. What I found out was that one specific activities was not listed
> that definately had all date values less than 30 days since it was created.
> Only when I switch to "All" then all the activities are showing up in the
> history. It doesn't even matter which filter I choose (it can even be the
> "Last 6 month) I get the same results.
> I went directly to the activitypointerbase table and found out that this
> activity didn't have a value in the field "actualend". The test activity
> (task) I created which was showing up in the view "Last 30 days" had a value
> in actual end. This activity I created myself the other was created by
> someone else.
> Does anybody know when the field "actualend" is set to a date and when not.
> Any help would be much appriciated.
>
> Regards,
> Elias

RE: Activity "task" not appearing in history of activities by Elias

Elias
Fri Dec 01 02:04:01 CST 2006


in our case the problem was that a specific CRM add-on didn't set the value
for "actualend". Using the WebService to close activities (SetState...) does
only affect the state fields.

Regards,
Elias

"Elias" wrote:

>
> I tried to figure out how the Filtered Views in CRM work. For example in
> Contacts I wanted to see the activities of the last 30 days of a certain
> contact. What I found out was that one specific activities was not listed
> that definately had all date values less than 30 days since it was created.
> Only when I switch to "All" then all the activities are showing up in the
> history. It doesn't even matter which filter I choose (it can even be the
> "Last 6 month) I get the same results.
> I went directly to the activitypointerbase table and found out that this
> activity didn't have a value in the field "actualend". The test activity
> (task) I created which was showing up in the view "Last 30 days" had a value
> in actual end. This activity I created myself the other was created by
> someone else.
> Does anybody know when the field "actualend" is set to a date and when not.
> Any help would be much appriciated.
>
> Regards,
> Elias