We currently have an account object and then an agreement object (which is also a related list on an opportunity but not on the account)
To help our account management teams, I want to be able to show the agreement end date on the account page so that this field can be used in reporting to show the account managers when their customers who have given notice are expected to churn, but I'm facing issues.
The agreement object is a custom object but not related to the account object, so I keep getting a syntax error when trying to build as a formula field but when trying to build as a look up field, it doesn't pull the date in only the agreement number.
What's the best way to overcome this? relating the agreement to the account or creating a custom report type to include agreement with account?
Thanks
Jess
So the way our instance was set up is:
Account
| - related
Opportunity
| - related
Agreement
The Account managers want to be able to quickly identify which customers should they put more focus and attention to if they are flagged as "at risk" and when they could potentially churn based on the "end date" on the active agreement
Hopefully that makes sense, but as I was asked to create a report for this to share with the AM's I've gone down the route of custom report type so that I can use all the relevant fields without unnecessarily creating a new customer field on the account object - unless there is a smart way i can do this, without the agreement being a related object on the account, or will i be creating more work by having to relate the agreement
