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5We have several customer entities that have related activities such as phone calls, tasks etc.
I have a requirement to be able to run a report showing the ‘description’ for these activities per contact.
I can achieve this per entity using report wizard or using a word template, although I can do this across multiple entities.
For example a customer might have an complaint, repairs and arrears case and each have their own activities, I want to see all ‘notes’ in each activities for that one customer in 1 report.
Any thoughts on how I achieve this?
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