Report coming from different Tables
I would like to build a report of customer/Contacts that do not currently have an Open Project or on Open Opportunity attached. I also would like to be able to pull when the last activity was for tha...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew Legendnp,
The data can travel up and down the Relationships using Summary fields for up and lookup fields for down.
Make a field Projects called [Active Project Exists (=1)] with a numeric formula value of
IF(Project Status] = "Active", 1,0)
1. Lookup down to Project Contact Selection.
2. Summary Maximum of that field up to Contacts. Now you know which contacts are associated with Active Projects.
Do the same with Opportunities.
For the date, you can simply do a summary of the Maximum of the [Contact Date] or [Date Created] in Activities.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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The data can travel up and down the Relationships using Summary fields for up and lookup fields for down.
Make a field Projects called [Active Project Exists (=1)] with a numeric formula value of
IF(Project Status] = "Active", 1,0)
1. Lookup down to Project Contact Selection.
2. Summary Maximum of that field up to Contacts. Now you know which contacts are associated with Active Projects.
Do the same with Opportunities.
For the date, you can simply do a summary of the Maximum of the [Contact Date] or [Date Created] in Activities.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Thanks Mark! This worked Great!
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Tina Revermann
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Tina Revermann
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