Accounts Product Listing - Level 100
Hi all:
The other day I was at a customer site and they asked if there was a way to see a "rollup" of all the products a particular account has purchased, other than going though their invoices one-by-one. So as an exercise I decided to have a crack at a solution for this.
Click here for the lands-on-lab...
Note it was suggested to me to just use the "Products By Account" report from the Account record screen, however while this is certainly a cool report, the customer in this case specifically asked for a grid to be integrated into the Account form.