History Overview Screen

SuiteCRM Forum - English Language SuiteCRM General Discussion
#1

Hi

Just trying to work out how I can export a list of all leads along with their history - the History Overview screen which lists any notes, emails, meetings, etc is what I need along with the customer firstname and surname exported as a CSV.

How can I do this? Not the best with myphpadmin where I have been trying to do this.

Cheers

#2

With AOR reporter you could write a report for each module linked to the Lead

Leads - Calls
Leads - Meetings
Leads - Notes
Leads - Emails

otherwise it would need to be a custom generated request to pull the data from CRM

Thanks

#3

Thanks for that
't
Was ok getting the Calls, Notes and Meetings but cant work out the emails to get the same output as the summary emails screen.

I can get the email address, and subject, date created but can’t work out how to get the body of the email.

There seems to be a lot of records as well and time out on export - is there a way to restrict the number of records?

thanks

#4

You could limit the report results with a date created condition

I will look at a report on emails and get back to you :slight_smile:

#5

Same issue, AOR doesn’t seem to pick up the “body” field to report from