Hello,
My company is trying to create a report that show how many new customers we have gotten per month. In Zoho CRM, we have converted the contacts module to show our customers. We have a checkbox that differentiates between active and inactive customers, and we want to create a report that shows when a customer switches from inactive to active. The problem is I don't know how to get Zoho Reports to show when a change is registered in a field, specifically the active / inactive checkbox. I want to know how to register that change in Zoho Reports, and also how I can display the results in a table or chart that shows the number of activations per month.
Thank you so much for your help, Zoho is a great company.
Cameron King