https://forums.adobe.com/community/business_catalyst/customer_database_crm?view=discussions Most recent forum messages en Tue, 16 Sep 2014 23:05:53 GMT Jive Engage 7.0.0.1 (http://jivesoftware.com/products/) 2014-09-16T23:05:53Z en https://forums.adobe.com/message/6736319?tstart=0#6736319 <!-- [DocumentBodyStart:593e223f-f9c0-4123-a358-f84d750e43bb] --><div class="jive-rendered-content"><p>I need a report in BC to show all the contacts in the CRM with name, contact information, company name and a list of their activity (opened email, clicked on link, etc). There is a list of the Activity in the Activity tab under each contact but I am unable to run a report with the information. I realize that there is no set Custom form with Activity (they forgot to ask sales and marketing what they really need on these report). </p><p style="min-height: 8pt; padding: 0px;">&nbsp;</p><p>The only alternative I know is to download the entire database which should include the Activity -- but I don't see a way to do that.</p><p style="min-height: 8pt; padding: 0px;">&nbsp;</p><p>WHY would they not include this report as standard? It is much more valuable to a sales and marketing team than some of the other goofy reports.&nbsp; We want our sales staff to reach out to be able to rate and score each contact based on their level of activity and then have sales follow-up. For example if someone opened an email campaign 10 times in two days and click the same link 4 times, they would make an excellent prospect to follow-up with a phone call. But it's pretty hard to make this happen without a report. </p><p style="min-height: 8pt; padding: 0px;">&nbsp;</p><p>Any ideas? </p></div><!-- [DocumentBodyEnd:593e223f-f9c0-4123-a358-f84d750e43bb] --><img src='/beacon?t=1415885326908' /> Tue, 16 Sep 2014 23:05:53 GMT forums_noreply@adobe.com https://forums.adobe.com/message/6736319?tstart=0#6736319 2014-09-16T23:05:53Z 1 month 4 weeks ago 0