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Comments
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If I do that, then Im back to where I started as leads that were created during the selected timeframe but do not have any activity on them are excluded. I am really thinking that without the ability to perform an Inner Join type of query between two tables (Customers and PRD) then I am not going to get this to work. In…
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If I do a lead search and join down to PRD, I then only get Performance data for the leads that match the primar criteria. Eg - I am always analyzing a period of time say, last week. Doing this will give me all leads created last week, but then only the performance data of THOSE leads. I need to ALSO see Performance data…
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Evan The custom record (Called 'Performance Report Data' or PRD for short) is a child record of the Customers table (in our system we call them 'Applicants') using the Lead ID field as the relation. Our PRD table contains a lot of information about a particular 'Event'. I would define an Event as being the checking off of…
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We had a similar problem as we use the same technique to visually indicate our leads status etc. We determined through NetSuite support that the {lastmodified} attribute does not take into consideration the addition of Notes, Files, Messages etc but evidently it is on the radar for release. I have found it possible to…
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Tremendous - Odd that my GOLD support has not given me an answer in over a WEEK but you solved my problem in 10 minutes.. You're a champ Thanks, Dan.