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Categories CRM App
Created by Guest
Created on Apr 9, 2024

Add handling to select only most recent record in a report

It would be useful when reporting on quotes under companies for example, to be able to select to only show the Top/Most Recent record under that company in the same way you can do this in SQL.

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  • Guest
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    Apr 18, 2024

    This would be useful to track product sales to customers so that you can see when they last ordered a specific product. At the moment I am having to extract every record for a particular product and manually go through the spreadsheet to see the last order date.

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