• BLKI
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I need to create a report that will show me all Quotes that were completed this week.  (We are not using the Quote related list for this.)  We have custom fields on the Opportunity that will show the Quote #, Quote Due Date, Quote Complete Date, how many hours is took to do the quote, etc.   The Quote # field will change for each revision.  My issue is that if there was a revision done to a quote in the same week the quote was created the report only shows one quote.  I need the report to show me both...the original quote and the revised quote. 

 

I tried a custom field that will count the revisions but when I run a history report all fo the fields are changed to the latest quote information.  

 

Any ideas?

  • December 31, 2011
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Creating a new checkbox field and my field name is getting cut off.  I tried using only one column and I still couldn't get it all.  Any ideas?
  • November 04, 2009
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Creating a new checkbox field and my field name is getting cut off.  I tried using only one column and I still couldn't get it all.  Any ideas?
  • November 04, 2009
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  • 0