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Marking a Transaction as "First"
Hello;
We have an interesting challenge that I have drawn blanks on. What we wish to do is to have reporting on what sales transactions are from new customers in a variety of reports. While in each report we could probably come up with something like comparing the transaction date to date of first order or sale, I think a more elegant and clean solution would be to "flag" an order as the first order (or invoice) for a given customer.
We made an early pass at this comparing the transaction date to the date of creation of the customer but that is not fool proof. A lead or prospect may be months before completing an order, after all.
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