12-21-2010 08:24 AM
I am hoping to create a field on the Company that shows the last purchase date from a customer. I would like this field to be propagated with the proper date once an opportunity gets closed.
Any advice on how this can be done? Thanks in advance.
12-04-2013 11:44 AM
The closing of an opportunity possibly doesn't coincide with creation of an sales order or invoice. Better to integrate with accounting through a link to QuickBooks for instance , if that is what you use. Then you have the sales information available in ACT!
12-04-2013 11:58 AM