Within opportunities, I have a lookup relationship referring to Accounts. This is not the 'primary' account. We are an intermediary business so this account is the provider we referred our client to.
I want to be able to report on when the last time we used a specific provider was, primarily so I can prompt due diligence checks to be undertaken if we return to a provider after a specific period of time e.g. 3 years.
The potential solutions I have considered:
- create a custom field on the account e.g. last transaction then use a scheduled Flow to identify the date of the last transaction with the provider and populate that field. The flow would need to list opportunities for a given provider than find latest date, I guess, which I think is feasible.
- create a related item list on the Account record & ask users to manually check it before placing business with a provider. Can I report in the detail in the related item list and user it to populate a custom field to avoid need for manual check?
This seems too clunky/onerous and I am thinking there must be a better way to do this.
