This can be accomplished through a Case saved search. To create the search, perform the following steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Case.
3. Provide a Search Title.
4. Check the Set Available as Sublist View checkbox.
5. In the Criteria tab > Standard subtab, set Messages Fields: Message is Not Empty.
6. In the Results tab > Columns subtab, set the following:
Field | Summary Type | Formula | Summary Label |
Company | Group | ||
Formula (Numeric) | Sum | DECODE ({messages.isincoming}, 'T',1) | Received |
Formula (Numeric) | Sum | DECODE ({messages.isincoming}, 'F',1) | Sent |
7. Click Save and Run.
Use the search as a Sublist View from a Customer Record. To do this, perform the steps below:
1. Lists > Relationships > Customers.
2. View a Customer (with a case record).
3. Go to Support tab > Cases subtab.
4. In the View field, select the saved search.
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