List product history

(0) Share

Report

Posted on by gavibe

Hi,

Looking for guidance on how to customise the system (CRM 2013) so that previous product or booking history is visible on a new booking entity. What is the best way to display this and in what type of field? Say it was the previous 3 products purchased.

Thanks

*This post is locked for comments

All responses (2)

Answers (0)

gavibe 90 on at

Like (0)

Report

RE: List product history

Hi,

Thanks for that - makes sense. So you would obviously need to create a booking history for this to become effective. My company currently don't use CRM to manage bookings so trying to migrate over a working formula for tracking opportunities against bookings. For future reference can you just create a list view of things. Almost like an option set except you would be selecting multiple for reference to on the form. I suspect not.
Aric Levin 30,188 on at

Like (0)

Report

RE: List product history

Can you please clarify a little bit?

Do you want to list this on the booking form when you create a new booking, based on the Customer (Contact)?

If this is the case, then it's fairly easy. You need to create a Quick View for the Contact record. In the Quick View create a subgrid containing the list of bookings. Add the Quick View to the booking form. When a new booking is created and the customer is selected, the list of old bookings will appear in the subgrid.