Maybe I’m missing the obvious, but I just can’t seem to find it…
I’m trying to run a report that shows all of the history for all contacts (logged phone calls, emails) for a specific date or date range. Our client service folks run a similar report in Salesforce now…this is the last thing I need to replicate in SuiteCRM before we can finish the migration and retire Salesforce.
In a perfect world, I’d also be able to run that same report by a specific account, but for now it would do to just get all history and I can clean it up after downloading a csv.
Current version of SuiteCRM: 7.9.7
Any guidance would be greatly appreciated.