Wondering if this is possible. Most of our activities are with organisations, but sometimes we have to contact an individual who is related to the organisation - so how can I can see all the activities for both an organisation and its related individuals? The reason is that we need to know if some vital activity is lurking in an individual's Activity tab, which we should be aware of when dealing with the organisation itself.
So far have tried an advanced search, which can give me a list of activities undertaken by employees of an organisation - so that's something. But I was hoping to be able to see both the org's activities and the individual ones at the same time, for context.
Am I right to pursue the Search route? Or perhaps a custom report, as relationships + activities do not seem to exist together on the standard report criteria?
Just wondering if anyone else has tried this and how you approached it.
Thanks very much