Skip to Main Content
CRM Idea Center
Categories Referrals
Created by Guest
Created on Nov 15, 2023

capability togenerate a report that includes details of all events for a parent account encompassing multiple sub-accounts

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in a single report.

  • Attach files