- Group Customers by Product
- Posted by Bebandit on August 30th, 2005
Hi!
I am trying to make an account that lists all the customers that have
purchased a specific product. These customers are in departments of
organizations and therefore already have parent accounts. Is there a way to
do this?
Also, is there any way to only see parent accounts (top level - no parent)
when you view accounts under the sales tab?
Thanks,
Bebandit -CRM Noobie
- Posted by MattNC on August 30th, 2005
You can create a view for accounts and change the filter criteria to "Parent
Account" field "Does Not Contain Data".
As for the list of customers by product, look at making a custom report in
Crystal to view this. You're not going to be able to build a view in the CRM
UI that is this complex.
--
Matt Wittemann
http://icu-mscrm.blogspot.com
"Bebandit" wrote:
- Posted by Bebandit on August 30th, 2005
Matt,
Thanks, I tried the custom view idea earlier but missed the "Does Not
Contain Data" part so thanks so much. It works great!!
Bebandit
"MattNC" wrote:
