[jepi2012]

Hi there,

I’m trying to add the customer stage field to an activity report and the field does not appear in the options. Is it not possible to do this? Only Customer status? Ideally I would like to view tasks against Leads, Prospects, and Customers.

thanks!
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[Mike Monk]

Customize

Expand the Customer/Project folder.

Navigate to the folder: ‘Customer Status’.

Drag ‘stage’ to your report.

[jepi2012]

RE: Customer Stage on Activity Report

Hi Mike,

I would prefer Customer Status, not Stage, which is not available when I pull the Customer folder in the Activity report.

thanks.

[jepi2012]

Hi Mike,

I just noticed my first post was stage. Looking into it more, I think customer status would work better, which I was able to get by searching for the field.

thanks for your help!

[Author]

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