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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

hi everyone, ok i have created a solution that keeps track of our sales reps daily amounts. it will be a summary of the week. on monday afternoon i want it to start over, a count of 0. i also would like to paste the the final total into a field. the big question is can i automate it?

Peter.

i have taken a course in cdml and i just realized how easy it is!!!

Posted

You can have a calculated field which tells you the week & year. You can then do a search on that week and have a Summary field tell you the amount for each sales person.

You can automate by scripting the search and report.

All the best.

Garry

This topic is 8341 days old. Please don't post here. Open a new topic instead.

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