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Our office is looking to hire a Dynamics developer to create 2 reports:
Report 1 - Annual Report
Export the Timeline Notes/Tasks/Phone Calls/ etc per contact and create an individual pdf for each contact. We would run this report once per year to archive the notes. The file name of the pdf needs to follow this convention: Year Lastname, Firstname Meeting Notes archive.pdf.
Report 2 - one off report
Export the Timeline Notes/Tasks/Phone Calls/etc for a specific individual contact and create an individual pdf using the naming convention above for the pdf.
Can this be achieved?
Looking for someone who can assist our office.
Please message me.
Thanks
Karen
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