I can't seem to locate a simple way for a CRM end user to view an account and then view ALL activities (not just 30 days, not a limited amount of results) for ALL contacts in that Account... am I missing something obvious?
There is an "Activities" in an Account Summary, it defaults to all but seem to be limited to viewing 12 at a time... requiring to hit 'More-" at the bottom of results...
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So the problem I am having is that:
1. With Advanced Find, I can find all Activities for an Account (in my case just 1 activity)... Specifically, someone added an Activity at the Account level. (by using "Regarding" equals *nameofcompany)
However, there are a dozen employees at that company (account), each with specific Activities themselves...
2. With Advanced find I can locate 101 of those activities... (by using "Regarding (Contact) , Company Name equals *nameofcompany)
But I want all 102 Activities together... So that any activities (account level OR contact level) are found/listed.
If I can get this in an Advanced Find, that would be good...
What would be great is if I can put this on the Account Form since the current listing of Activities is actually missing Account Activities (which is concerning actually, I think this is a major oversight personally). This function is also crippled because it has a ->More link to view more than ~12 Activities each time (shows another 12), which doesn't work well if there are hundreds of Activities to review... heck they really should have just put a "View All" and pop up a new window...
Hopefully that clarifies things.
Chuck
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This does not seem to work. It seems that I am only getting Activities for the Account, not All Activities for all of the contacts for that specific account.
community.dynamics.com/.../293923
go to advanced find - look for : Activities
from the drop down select "regarding" equals "your account"
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