Suppose I needed to print a report that could detail every interaction with a Lead.
The use case would be for printing and cataloging for a real estate agent, in the event of a future lawsuit or what have you.
So, imagine you had a Lead (or contact, perhaps) with an Opportunity, a few Calls, and some Notes entered for their record.
Is there a way to generate a single Report that will spit out all of records so it can be easily printed?
Hello,
You may need to create a separate report of the modules that are related to that Lead. Or Mail merge functionality will help you on this if you are looking for single page info about the Lead.
This add-on may suite that.
Hi RMN, I just did it very quickly using the Reports module.
this will show you info for all Leads.
If you want data retrieved for a specific lead you need to add a condition.
Under Conditions tab insert the field “Account Name” under ‘Leads’ and tick the parameter check box.
Save it and when you’re happy from the result click on Actions->Download PDF
Asaf.
