Hi,
Does anyone know if it is possible to create a report which lists contacts in CRM and the users that "follow" each contact?
Something like...
Contact | Contact Owner | Contact Followed by |
John Doe | Bob Fellow | Bob Fellow, John Askin, Tom Thumb |
Mary Sue | Bob Fellow | Bob Fellow, Tom Thumb |
Phil Smith | John Askin | John Askin |
Appreciate any help!
Graham
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Hi there, I'm trying to recreate this in 2022 and postfollow (follow) is not even in the list of entities. Any suggestions? Thanks in advance
Thank you! I've got the report working now
Select primary record type as postfollow (follow)
Thanks for the reply.
When I am creating the report in the wizard, I don't see anything related to "postfollow". Initially, what should I be setting my "Primary" and "Related" record types to?
Thanks,
Graham
You need to build report based on postfollow entity. Then simply add fields from regarding contact and owner of postfollow (this will be your followed by).
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