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Answered

Get report of total revenue from new client contacts this year

Cori Alcorn 3 years ago in Home Portal updated by Bogusław Reich (XTRF Product Owner) 2 months ago 1

Is there a way to filter in reports for new client contacts this year? You can do this for Clients by filtering for first project date being within the given year, or maybe created date, but contacts seem to only have last project date, not first project date.  Any suggestions? We don't just consider clients new, but also new contacts.

Answer

Answer
Answered

Hi Cori. The filters in question have been introduced in XTRF v8.6. You should be able to get the data you need now in your reports.

Answer
Answered

Hi Cori. The filters in question have been introduced in XTRF v8.6. You should be able to get the data you need now in your reports.