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Check out this thread to learn more!
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Display count of invoices on customer form
I have searched the forums and found solutions that are similar, but not exactly what we are looking for. Also, I am not sure if this is something that should be done by saved search or if there is an easier solution.
I would like a field on our customer form that indicates the count of invoices for that customer. We would be able to use that field as a criteria in workflows for a lot of our internal processes. For instance we want to assign certain tasks to salespeople when a customer has ordered three times.
Thanks!
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