MS Word Printable Template

Hello,

Starting from 7.14.2 version the functionality of PDF-convertation was excluded from an out-of-the-box features list. All clients that are updating between versions and already use such a feature in their printables have this feature being available.

Currently our R&D team is working on implementation of this feature in an out-of-the-box version and we hope that it will return back very soon. We are very sorry for any inconveniences caused.

Best regards,

Oscar

Thank you for your quick response.

I have created a overdue activities form which is accessible from accounts page. I need to create a summary column "Number of overdue activities". Can you please guide me on this issue?

Thank you.

likhitha sirisha,

I've created a printable which shows the count of activities in "Completed" status for contacts and here is steps to do that:

1) Create a printable for "Contacts" section http://prntscr.com/ovi842

2) Select Quantity of activities for a contact http://prntscr.com/ovi9ba (but you need to change aggregated column from "by Contact" to "by Owner")

3) Once selected click on the edit button http://prntscr.com/oviaal

4) In the opened window please specify filtering conditions for activities that need to be taken into a count http://prntscr.com/oviatb (in my case those records are activities in completed status)

As a result you need to create a template of this printable and display all those columns. In my case I received the number properly (this number also included "Email" activities http://prntscr.com/ovipev). Here is also an Academy reference on printables setup here. Please do the same to achieve your business task.

Best regards,

Oscar

Thank you. I followed the procedure and I got the required result.