Nonprofit Donations by Company Problem: You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together. Account, Account Management, Contact, Opportunity, SUM, Industry: Nonprofit
The Date and Time of the Last Case Activity for the Account Problem: Users wants to see the last activity Date and Time from associated Cases on the Account. Solution: Create a rollup which rolls up the Last Modified Date. The first step is to create a new... Account, Account Management, Case, Case Management, MAX, Rollup Helper