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    Is there a way to create a view and filter it on the Account form that would show all Activities, Opportunities, Leads and Notes related to an account and order them by the date they were created?
    Thursday, February 11, 2016 5:29 PM

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    Hi,

    I am afraid as there is no OUT OF THE BOX approach to achieve this.

    Regards,

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    • Marked as answer by mrbill65 Friday, February 12, 2016 2:48 PM
    Friday, February 12, 2016 5:51 AM
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    Hi,

    Maybe you can use a web resource to do this. O you can use a ssrs

    Salu2 Atilin | http://www.dexrm.com

    • Marked as answer by mrbill65 Friday, February 12, 2016 2:48 PM
    Friday, February 12, 2016 7:56 AM
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    Hi,

    You can do this via an srs report or via custom code.....there are some 3rd party addons that will do this.  We have one here at PowerObjects - PowerOneView - http://www.powerobjects.com/powerpacks/poweroneview/

    Alex Fagundes - www.PowerObjects.com

    Friday, February 12, 2016 10:51 PM

All replies

  • Question
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    1
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    Hi,

    I am afraid as there is no OUT OF THE BOX approach to achieve this.

    Regards,

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    • Marked as answer by mrbill65 Friday, February 12, 2016 2:48 PM
    Friday, February 12, 2016 5:51 AM
  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    Maybe you can use a web resource to do this. O you can use a ssrs

    Salu2 Atilin | http://www.dexrm.com

    • Marked as answer by mrbill65 Friday, February 12, 2016 2:48 PM
    Friday, February 12, 2016 7:56 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    You can do this via an srs report or via custom code.....there are some 3rd party addons that will do this.  We have one here at PowerObjects - PowerOneView - http://www.powerobjects.com/powerpacks/poweroneview/

    Alex Fagundes - www.PowerObjects.com

    Friday, February 12, 2016 10:51 PM