locked
CRM report menu RRS feed

  • Question

  • Hello,

    in my Task form in crm in the menu "Reports" is not available to use self created reports. Is there a possibility to make it visble?
    In the list form the reports are available.

    Thanks and Best Regards,
    Eckbert
    Tuesday, March 9, 2010 2:02 PM

Answers


  • Eckbert,

    The reports icon isn't available in the task entity form. It is however available in the Activities grid view tool bar.


    Jerry http://www.crminnovation.com
    • Marked as answer by Eegi Tuesday, March 9, 2010 3:39 PM
    Tuesday, March 9, 2010 2:57 PM

All replies


  • Eckbert,

    The reports icon isn't available in the task entity form. It is however available in the Activities grid view tool bar.


    Jerry http://www.crminnovation.com
    • Marked as answer by Eegi Tuesday, March 9, 2010 3:39 PM
    Tuesday, March 9, 2010 2:57 PM
  • Hi Jerry,

    thx for the answer.

    Best Regards, Eckbert
    Tuesday, March 9, 2010 3:40 PM
  • Hi Jerry,

    Adding Tasks to the "Related Record Types" of the regarded report solves the problem.

    Best Regards, Eckart
    Wednesday, March 10, 2010 8:23 AM