Initiated by...... reports

  • Thread starter Thread starter JitterbugJenn
  • Start date Start date
J

JitterbugJenn

OK - so 500+ contacts later, I've figured I've entered these all wrong.

We have a business where people come enjoy our services in 'groups'. I have
entered every person as a business contact and in the initiated by..... field
have entered the 'leader' of the party that I wanted to 'link' them to.

I NOW want to run a report to see who the most business has come from and
who they are.

Help?
Thanks!
 
OK - so 500+ contacts later, I've figured I've entered these all wrong.

We have a business where people come enjoy our services in 'groups'. I have
entered every person as a business contact and in the initiated by.....
field
have entered the 'leader' of the party that I wanted to 'link' them to.
Click to expand...

I see no "Initiated By" field on any contact. Is this a custom field you've
created? What version of Outlook?
I NOW want to run a report to see who the most business has come from and
who they are.
Click to expand...

My approach would have been to create categories corresponding to the various
groups and assign the appropriate category to each contact. Then a simply By
Category view would have told me who was in each group and an export to Excel
would allow manipulation.
 
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