Hi guys,
I have a field "ABC" on account, where the sales rep can fill in, whether the account is an A, B, or C customer.
We want to have a report showing who are the A customer of current year, last year, this quarter, last quarter.
What is the best way to achieve this, without that I have to create a new entity to record the ABC Status of the current year?
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Hi Rajkumar,
I think you didn't understand my question correctly.
I need a report which shows me a list of A customer from this year in comparison to A customer of last year, and also from this quarter and alst quarter.
Hi Donny,
You can do this using Option set
set option set values as A,B and C
Create the report using the wizard, then you'll need to download the report and edit it using Visual Studio.
Hope this helps.
Regards,
R.Rajkumar
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