Hello. As part of our reporting, we include Comments and Emails that our agents include in Contact and Lead records. For example, if an agent notes in the Feed that they stopped by a client's home and spoke to them, we want to count that as a touchpoint/activity.
Currently in the activity dashboard we can easily calculate the OOB activity such as calls, appointments, tasks, but we cannot connect to the comments and emails directly for the dashboard.
Is there a way to do so without a developer stepping in?
Thanks very much, Susan
PS We are still in Classic UI on v 8.3.1.4498
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