I would like to show how many cases a company has got open that have not been resolved. I would like to show this in a calculated field inside of an account.
I would like to show how many cases a company has got open that have not been resolved. I would like to show this in a calculated field inside of an account.
I would use the Intelligence Pane.
I believe there is a "Case Summary" Dashlet out of the box that you can add to an Account to see cases in various statuses.
To have it as a field in the Accounts module you would need to have a non-db field that is calculated via logic hook when the record is loaded, and though it's not hard to do it would not give any more information (actually less) than the dashlet.
HTH
FrancescaS
I would use the Intelligence Pane.
I believe there is a "Case Summary" Dashlet out of the box that you can add to an Account to see cases in various statuses.
To have it as a field in the Accounts module you would need to have a non-db field that is calculated via logic hook when the record is loaded, and though it's not hard to do it would not give any more information (actually less) than the dashlet.
HTH
FrancescaS