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Questions Activities related to Leads and Opportunities

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Wyatt.ERP 6 years ago
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KDYoung
Posts: 26
 KDYoung
Topic starter
October 3, 2019 2:28 pm
(@kdyoung)
Eminent Member
Joined: 6 years ago

I am trying to find all Activities that are linked to a Lead or Opportunity.  I've found different "Activity" related tables but not sure which is correct and how they link to an Opportunity or Lead.  Any direction would be appreciated.


Topic Tags
Activities opportunities leads
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Wyatt.ERP
Posts: 128
 Wyatt.ERP
October 3, 2019 2:45 pm
(@wyatt-erp)
Estimable Member
Joined: 6 years ago

You would want CRActivity.RefNoteID and link it to the NoteID of the Opportunity or Lead.


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JLange and Tim Rodman reacted
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Topic Tags:  Activities (3) , opportunities (5) , leads (1) ,
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