Contact reports

In combination with user-defined Subjects and Results you should be able to get a great deal of this info, assuming you use the F7 Phone Features. The Phone Log report will give you an idea of what you can do, but I suspect you'll need a fully customized reports. For the emails you may have to develop a workaround to ensure you capture data only about appropriate emails (for instance, sending an email to a co-worker about the hockey game tonight should not count as an email to a customer, but Max only records that an email has been sent).

I hope this helps - if it has, could you post a summary of your eventual solution here for others education?

Thanx - R.

A note is created when you make a phone call or send an email. Each note created has a unique type. Note type 1 is an email note, note type 2 is a phone note. Combine that with a date range parameter and voila. I'd be happy to build that for you for a small fee

How much would it cost and how long would it take? Is it in an excel spreadsheet or a word table?

We would need to be able to do the count per user as well as the total and also by product. TO identify the product this will be in the subject of the call (when you go actions, make a call) and for emails this would be in the name of the document.

Please email me at mandym@ausped.co.uk

Tks,

Mandy.