CRM 4 Phone Call Report

I am putting together a report on Phone Calls. I would like for the report
to show the owner, activity status, modified on, account and notes associated
with the phone call. I have figured out everything except the Account
portion. When I created it orginally, I set the column properties as
Regarding (Account). This however, only showed the Account if the phone
calls regarding field was regarding an account. Some phone calls are
regarding a marketing list, campaign, etc. I would think the way to do it
would to have the column set to show the recipient, but I can not find this
option. Can anyone help? Hope this is clear. Thanks!!

Cammie

RichardRiddle
Thu Mar 27 10:08:01 CDT 2008

The recipients of the phone call are in the activityparty table. You can
access them using the FilteredActivityParty view, which is joined to
FilteredPhonecall on acitivityid.

Also, because the objecttypecode of the regarded record is included in the
filteredphonecall view, you can add that column to your report so the end
user knows what type of record the phone call regards.

--
Richard Riddle
CRM Developer
Autonomix


"Camilla Turner" wrote:

> I am putting together a report on Phone Calls. I would like for the report
> to show the owner, activity status, modified on, account and notes associated
> with the phone call. I have figured out everything except the Account
> portion. When I created it orginally, I set the column properties as
> Regarding (Account). This however, only showed the Account if the phone
> calls regarding field was regarding an account. Some phone calls are
> regarding a marketing list, campaign, etc. I would think the way to do it
> would to have the column set to show the recipient, but I can not find this
> option. Can anyone help? Hope this is clear. Thanks!!
>
> Cammie