08-12-2012 06:28 AM
IS there a n easy way to record daily sales per contact and then search by date range- I created fields for 30 different payments but when I export to excel its inpossible to sort- I'm a newbie so any help would be appreciated
08-13-2012 07:41 AM
anytime you have a situation where you have multiple deals per client, you would want to use opportunities to allow for thie one to many relationship. If you only sell one item per contact, EVER, then customizing fields would work.
Export to excel from the opportunity list should get you what you want and will place the data in a list, a pivot table, and a pivot chart
As a more powerful reporting option, considering a opportunity dashboard.