How can I store finincial data for each fiscal year and store historical data?

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  Hi,

  I want to create a field for users to enter the currency they will make this fiscal year, but I want this field to dynamically save historical data and date and time stamp the enteries so we know which year it was entered.

  I will ideally run a report on this field as well as the realted opportunities.

  ie

  Financial Year                  Value                     Relationship

  14/15                              £20,0000               Opportunity Name

  15/16                              £14,0000               Opportunity Name

  Thanks

  Emma

  
  

  • Edited by EmmaDuncan Thursday, November 13, 2014 9:58 AM

  Thursday, November 13, 2014 9:57 AM