Forums

 
ForumForumMainstream Foru...Mainstream Foru...General Discuss...General Discuss...Competitor MonitoringCompetitor Monitoring
Previous Previous
 
Next Next
New Post
 5/4/2012 7:17 AM
 

Hi,

Just a general usage query. 

What would be the best method for monitoring which clients also have accounts with competitors. We have added competitors as accounts but with the TYPE field set to "Competitor". How would we then link a client to several competitors?

Thanks in advance,

Corun

New Post
 5/4/2012 7:22 AM
 
We would create a report for accounts, then export the RDL and edit the report SQL using Microsoft Report Builder. Then import the updated RDL back to the CRM.
Previous Previous
 
Next Next
ForumForumMainstream Foru...Mainstream Foru...General Discuss...General Discuss...Competitor MonitoringCompetitor Monitoring