I'd like to create a filter for (or some other method of isolating) the prospects in my view who have more than 1 plan (as denoted in the Plan ID field). I'm having a heck of a time getting a table calculation to work. I'm using Desktop 8.2.
Thanks for any thoughts you may have!
4 answers
It's a sore spot, Ken. We're not upgrading our server to 9 for a couple months yet, and I'm hoping to have this worked out prior to that, in some fashion. Yes, I wish I had access to LOD calcs now. Alas.