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Swamy P R N Account forecast report
Hello buddies,
What is Account forecast report, actually i got the requirement like::
"create a custom link on account detail page which will open Acount forecase report".
How can i set up this on account detail page?
Please advice me,
Thanks in advance.
What is Account forecast report, actually i got the requirement like::
"create a custom link on account detail page which will open Acount forecase report".
How can i set up this on account detail page?
Please advice me,
Thanks in advance.
You can create custom link in this manner:
setup->Accounts->Buttons, Links, and Actions->Click 'New button or link' button->select display type as *Detail Page Link*->Content Source(URL)->Give here the URL of Account Forecast report
After creating custom link, drag the custom link on account page layout.
I wanted to know that what is Account forecast report and how can i create it? Could you please advice on this.