Hey everyone,
Hoping someone can lend an eye on this one.
I have using CRM online. I have a need to track activities based on a custom field. Let's call that field Field X.
Field x is a simple option set (3 choices).
What i need to be able to do is view all activities related to a certain account that have one or more of these options.
For example: I want to see all activities for Account "ACME Corp" that have option 1 selected from Field X.
I hope this makes sense, and I sure hope there is a way to accomplish this.
Thanks
D.