Situation: We have 2 modules inside Zoho CRM, Clients and Transactions.

·         Clients: All the customers of a company. There is a related list that displays all transactions performed by each client on the appropriate client record.

·         Transactions (Custom Module): All the transactions performed by those clients.

Challenge: From a List View, When filtering transactions Zoho CRM is unable to group or sum the numeric values for the same customers.

Examples:

·         Example 1: I want to know which customers spent between 300$ and 700$ during the last month.

·         Example 2: Which customers bought more than 5 items between 1/1/2017 and 6/6/2017

Problem: For both examples, Zoho only will show the customers that match this criteria if they done that in one transaction, so won’t be able to match different transactions from same customer and be able to compare with the filtering criteria.

Any idea how to sort this?

Thank you in advance