Proposal Summary This proposal summarizes the functionality of implementing the CRM report in dashboard. Requirement The client would like to display the customized CRM report based the date range given in dashboard Deliverables We will create the script and offer choices to pinpoint the latest task that was modified for each client. This is intended to retrieve… Continue reading PROPOSAL FOR CRM DASHBOARD PIVOT REPORT PHASE-2
Tag: saved reports
Tip: Saved search by adding available filter as a formula in criteria without any value.
Concern: How to include a formula inside the criteria that will be utilized as the available filter without any value in order to display the entire results. Solution: We will be giving the formula description as “Contains” with value ” “.
NetSuite Reports
NetSuite reports and its customization.