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How to record products purchased over time

New Member
Posts: 4
Country: United States

How to record products purchased over time

I have edited one of the user fields in the contacts section so I can record the contacts last purchase of an item, (I made the field label my product and the field data a date field to enter the last date of purchase)but need to have each of these purchases recorded so i can see what clients have purchased and when, how can I do this, where would be a good place to record this information. I need to record the purchase of this item so I can periodically go thru and delete inactive contacts and also view the purshases over time of by my active contacts.

 

thank you for any suggestions

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: How to record products purchased over time

Are you using the Opportunities? Recording each purchase as an opportunity would do what you want.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129