I have created a custom object inside the Opportunity tab that is designed to displays individual expenses. Ultimately I would like to have all these expenses total into a seperate field. Is it possible to create a formula to do this?
I have created a custom object inside the Opportunity tab that is designed to displays individual expenses. Ultimately I would like to have all these expenses total into a seperate field. Is it possible to create a formula to do this?
I would like to create a custom field on the Account tab that calculates a customer's total expenditure. The only way I can think of doing this is to add all the Amounts for the Closed Won Opportunities related to the Account. When I try to create a formula in a custom field I only seem to be able to reference field on that tab (Accounts). Does anyone know how to made this work or suggest an alternaltive method?
We do not currently use Products so I would be interested to know if this gives us the functionality I'm after.
