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Search Transaction Follow Up Emails
I'm trying to figure out what % of my open estimates have had follow up emails sent to them after Estimate creation. I'm getting stuck on the formula a little bit though, was hoping someone could help, or point me in a better direction if there's a better way.
My idea was to count the # of estimates total over the selected time period, and then add a column which counts the messages sent, when the message date was after the tran date.
Here's the formula I used:
case when ({messages.messagedate}-{trandate}) >= 1 then 1 else null endUnfortunately, if there are multiple messages this will count them all. I just really need to count the latest message on the transaction. Is there a way to do this?
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