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golfergav Green Ribbon

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  • Thanks. I'll give support a try, just wanted to see if anyone had encountered and/or tried something similar. Thanks again for the help. I'll reach out to support and let you know what I end up with.
    in Open Estimates at a Point in Time Comment by golfergav Oct 7, 2013 2:17PM
  • Thanks. I need to filter them by rep, so I have that field, and mainline is yes in my criteria, then for system notes I have used: System Notes: Field - Document Status System Notes: Date - on or before the date in question System Notes: New Value - Open System Notes: Type - Create
    in Open Estimates at a Point in Time Comment by golfergav Sep 25, 2013 11:38AM
  • I did reach out to support and they told me it was an enhancement. Their suggestion was to create two searches and compare the results. I did however create a search that compares totals from different time frames using formulas. I'm not sure what you're trying to accomplish exactly, but on my results subtab, I used the…
    in Open Estimates at a Point in Time Comment by golfergav Apr 7, 2014 4:40PM
  • Tried both of those...no dice. There's got to be an easy way to get a snapshot of a pipeline at a time in history, right?
    in Open Estimates at a Point in Time Comment by golfergav Oct 4, 2013 3:08PM