Forum Discussion

AntRam6's avatar
AntRam6
Qrew Member
28 days ago

Tracking calls

Hello,

I am trying to create a report that tracks each contact attempt by week.

Right now, I have a report that will track the users calls based on a Contact Date field but if this field is updated, the original Contact Date information is removed from the report, and the record is adjusted based on the most recent Contact Date. 

I have tried to create an additional field named Contact Date #2 to track both times the candidate was reached out to, but the reports are only able to use one field to summarize the data. 

I included a screenshot of the report. In the week of 10/13, the 1 candidate was also contacted on the week of 10/20, but their information only appears in the week of 10/13.

Is there a way to connect two reports? Or is there an easier way to track each time someone attempted to contact a candidate?

  • Having a single field or multiple fields is the problem as there will be multiple call attempts with varying outcomes.

    You should create a child table for these call attempts and vase your report off that.  You can easily initialize this child table by exporting the relevant fields (perhaps just the Record ID# field ands the date field) and then importing that into he child table, mapping the [Record ID#] field into the field for Related Parent. 

    Fo your reporting, you can add lookup fields down to the child call Attempts table.