Settings and activity
2 results found
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40 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
Muneer Chalil Attayil-Valappil supported this idea · -
97 votes
An error occurred while saving the comment Muneer Chalil Attayil-Valappil supported this idea ·
This feature will be very useful as they have to fill it in a manual form and send via email. Instead, this link will be good and reduce the admin overheads and also the mistakes that are bound to happen when copying from external documents