Answered by:
View - Show all Account the has no Quotes

Question
-
Hi,Is there a way that i can create view that will list all Account that has no Quotes attached to itself ?tnx, NevenFriday, 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
My blog (english)
Мой блог (русскоязычный)- Marked as answer by Neven Klofutar Friday, February 26, 2010 10:11 AM
Friday, February 26, 2010 9:38 AMModerator
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)- Marked as answer by Neven Klofutar Friday, February 26, 2010 10:11 AM
Friday, February 26, 2010 9:38 AMModerator -
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 Account2. Create workflow onCreate and onDelete Quote that will modify this attribute3. Create view based on filtering this fieldThis way I can avoid creating plugin as well ?NevenFriday, February 26, 2010 9:44 AM
-
Yes, Neven.
This will be easier.
Truth is opened the prepared mind
My blog (english)
Мой блог (русскоязычный)Friday, February 26, 2010 9:45 AMModerator -
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)Friday, February 26, 2010 9:49 AMModerator -
ok, thanksI really dont have much experience with plugins so I'll probably go with Reporting Services :Stnx !NevenFriday, 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
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
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