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Creating reports with custom fields and relations?


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#1 Dennisdd



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Posted 31 January 2017 - 03:49 PM

Dear all,

I am looking for a CRM to install that can do the following:

- Create custom field in account where I can select/link one or more contacts that are the founder of the account (firm)

- Create a custom field in the account with the founding date of the firm

- Create a school field in the contacts

And here comes the trick:

> I would like to create reports that show for example:
all account/firm names that are founded within a specific date range with contacts linked in the custom founder field that have visited a specific school.

So in summary what I would like to accomplish is to generate a list of accounts that have been founded within a specific date range by founders from a specific school. I think I need custom fields since one founder can be the founder/employee of more than one account.

Does this work with Zurmo?

Thank you so much for your help!


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