Improving the SalesLogix History By Contact Crystal Report

Next up in our updating of Sage SalesLogix standard Crystal reports, History By Contact.  On December 16th 2008, I wrote a blog post on the SalesLogix History Reports.  In the post I wrote the following on the History by Contact Crystal Reports.

Start Excerpt………………..

SalesLogix History Reports

Just to ensure everyone understands what this series of blog posts are about, I have been writing on the reports that come with a standard Sage SalesLogix (SLX) Implementation. The purpose of starting this series was to help provide some exposure to the content of the SLX standard reports.  There are 5 posts total prior to this one.  The first was labeled the SalesLogix Reports Area and is probably the most important if you are unaware of this area of SalesLogix.

Today we are working with the History reports that come with a standard Sage SalesLogix Implementation.  All reports, unless specified, use the condition filter fields of Completed User and Completed Date.  There are four reports under the category of History. 

The first is the History by Account.  This report does a good job of breaking down History to the Contact level.   You are provided a report parameter for including the History Notes.  The sort for the report is alphabetical by Account, by Contact last name, and then by date with the latest record displaying first.  This is a pretty nice report, there are only two items I can come up with as improvements.

The field used to display the notes is the HISTORY.NOTES field which is a string with only 255 characters, this is automatically populated through the completion of an Activity. I have said it before, it would be nice to have the option to see the actual notes stored in the HISTORY.LONGNOTES (memo) field.

The value of duration is presented in minutes.  Most reports I have worked with where duration is wanted, I have been asked to calculate minutes into hours and then minutes which is easier for the reader of the report.  We could even have the formula set to figure out days.  Follow this link to see how this report has been updated.


Next up is the History by Contact report.  The same parameter is presented.  The report sorts alphabetically by Contacts last name, the Account for the contact then displays and then History is displayed by date with the latest record displaying first.  The same items to improve the History by Account report exist in this report.  I could add that it would be nice to see some of the Contacts information, such as Work Phone or E-Mail Address, in the Contact group header.

End Excerpt…………………

This will be a real quick post today since we are doing exactly the same thing we did to this report as we did in my last blog post Improving the SalesLogix History By Account Crystal Report.   The only addition to this report is the ability to view additional Contact detail by clicking on the blue star * just to the left of the contact name. 

Things are made even easier because the structure  of the two reports are exactly the same, the only difference is the groupings.  To updated the History By Contact report all I had to do is left click and drag Group 3 up to replace Group 2 and reformat some fields.  Pretty simple stuff.

The addition of the Contact information could have been done several ways but I chose to use a sub report formatted to run using “On Demand Sub Report” functionality that comes in Business Objects Crystal Report.  To make things real easy again, I actually stripped down a copy of the Contact Detail report for use as my subreport.  When I was ready to insert the report I found the Insert/Subreport menu option in the Crystal interface and when the wizard opened I selected the “On Demand sub report” check box on the bottom of the form.  Make sure to update the subreports links.  Once the report was added to the main report, I right clicked and selected “Format Subreport” from the list that appeared, on the font page I set the Size field to 20 and unchecked the “Underline” checkbox, on the Subreport tab I changed the name of the report to “*” and selected OK.  Now I reduced the size of the subreport to just display the * and moved it to the left side of the Full Name label.  Now when the * is selected a new sub report will open with simple contact information available for view.

Below is the data that displays when the star is selected

The History By Contact report is available for free download here!

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