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View - Show all Account the has no Quotes RRS feed

  • Question

  • Hi,

    Is there a way that i can create view that will list all Account that has no Quotes attached to itself ?

    tnx, Neven
    Friday, February 26, 2010 9:04 AM

Answers

  • Hi, Neven.

    I'm afraid that this will be complex to do. Way to create such view:
    1. Add bit attribute to you account (false by default).
    2. Create plugin on Creation of quote which will update field with true value.
    3. Create view based on filtering by this field.

    Also you can:
    Create report using Reporting services to show such data.
    Create marketing list to see this info:
    1. Create marketing list which contains all of accounts.
    2. Remove all accounts which have attached quotes using remove records with advanced find option.
    Truth is opened the prepared mind

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    • Marked as answer by Neven Klofutar Friday, February 26, 2010 10:11 AM
    Friday, February 26, 2010 9:38 AM
    Moderator

All replies

  • Hi, Neven.

    I'm afraid that this will be complex to do. Way to create such view:
    1. Add bit attribute to you account (false by default).
    2. Create plugin on Creation of quote which will update field with true value.
    3. Create view based on filtering by this field.

    Also you can:
    Create report using Reporting services to show such data.
    Create marketing list to see this info:
    1. Create marketing list which contains all of accounts.
    2. Remove all accounts which have attached quotes using remove records with advanced find option.
    Truth is opened the prepared mind

    My blog (english)
    Мой блог (русскоязычный)free countersLocations of visitors to this page
    • Marked as answer by Neven Klofutar Friday, February 26, 2010 10:11 AM
    Friday, February 26, 2010 9:38 AM
    Moderator
  • I was hopping to avoid using Reporting Services so I'm trying to find a way to do it using views.

    I like your idea, but I would simplify it a bit:

    1. Add bit attribute to Account
    2. Create workflow onCreate and onDelete Quote that will modify this attribute
    3. Create view based on filtering this field

    This way I can avoid creating plugin as well ?

    Neven
    Friday, February 26, 2010 9:44 AM
  • Yes, Neven.

    This will be easier.
    Truth is opened the prepared mind

    My blog (english)
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    Friday, February 26, 2010 9:45 AM
    Moderator
  • Nah, onDelete wont do me much good since I don't know was that last quote attached to Account so I can't modify attribute to false :(
    Friday, February 26, 2010 9:45 AM
  • So the right answer is plugin.
    Truth is opened the prepared mind

    My blog (english)
    Мой блог (русскоязычный)free countersLocations of visitors to this page
    Friday, February 26, 2010 9:49 AM
    Moderator
  • ok, thanks

    I really dont have much experience with plugins so I'll probably go with Reporting Services :S

    tnx !

    Neven
    Friday, February 26, 2010 10:10 AM
  • If it's a once-off, use a marketing list. Add all accounts and then remove those with Quotes.

    Leon Tribe

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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, February 26, 2010 10:25 AM
    Friday, February 26, 2010 10:25 AM