- Advanced Find: Customers who bought Product
- Posted by Walt Nelson on January 2nd, 2004
I am evaluating CRM for some clients, and I am trying to
figure out how much customization will be required for
routine queries that the clients do every day. For
example:
"Show me all the customers who bought our 'SuperWidget'
product in the past 12 months."
It does not appear that Advanced Find can support this
kind of query. Here are my questions:
1) Assuming that we have created Invoices with Invoice
Details that contain the Product and Quantity
information, could a customer perform this query with the
Advanced Find dialog?
2) If so, how?
3) If not, how could I provide this query capability to
the customer?
Thanks in advance,
Walt
- Posted by John O'Donnell on January 2nd, 2004
Your problem may be that CRM advanced find will not search across objects.
So you can search in opportunities then in accounts but not all accounts
that have an opportunity for example
www.c360.com have produced an addon to allow searching across objects and
also saving queries
"Walt Nelson" <anonymous@discussions.microsoft.com> wrote in message
news:037701c3d0d3$2672f210$a101280a@phx.gbl...
- Posted by Walt Nelson on January 2nd, 2004
John,
Many thanks for your prompt reply. I have browsed the
c360 web site, and I will download their demo version and
try it out.
Thanks again.
Walt
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