Skip to main content
I have craeted a custom button which will show on all account pages called 'Global Opportunities'. The idea of this button is that it runs a report and shows all the opportunities that that Account is ether a Parent or a Child of. Im having trouble with the getting it right for the top level (parent) account as they dont have a parent account the report never comes out correct.

 

Any ideas?
7 answers
  1. Oct 23, 2013, 2:57 PM
    You could implement a process where this ID is added to a field on the account page, each time an account is added to a hierarchy.
0/9000