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Topics#Reports & DashboardsChris Avayou の質問
Chris Avayou が「#Reports & Dashboards」で質問
2016年7月21日 13:10

I'm trying to create a custom field that will summarize an account's YTD revenue. However the only field available is Opportunities. How do I make invoices an option in summarized fields?

4 件の回答
  1. Matt Bertuzzi (The Bridge Group)
    2016年7月21日 13:36
    Do you mean you are creating a Roll-up Summary field? And that you don't see the invoice object?
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