Hello,
What I want is fairly basic but definitely not the easiest to figure out. I have a form and Im putting a custom field on that form called "Lost This Year." I want the value of that field to be, simply, the amount of opportunities that have been lost this year. So, somehow I need the CRM to count the amount of records that have been lost this year and enter the total in that custom field. Ive considered and tried many things. Right now Im thinking about using subgrids and somehow pulling the total record count from the grids but there has to be an easier way. Any help is appreciated.
John