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OR function or IF function
When creating a new task, we have 2 custom fields which are check boxes to capture when someone was the primary person organising a sales meeting on the secondary person organising the meeting. We then tried to make a report (not saved search) that added up for each sales person the number of EITHER primary or secondary meetings they attended, we are looking to do this for current month, past month and past year.
Problem - I can successfully do this report and filter by the primary meeting checkbox, but I need to add together how many primary + secondary meetings the sales person has had.
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