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Customer "Created Date"

Last post 06-01-2011 9:35 AM by Method_Michael. 2 replies.
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  • 06-01-2011 9:03 AM

    Customer "Created Date"

    Is there a field in the Customer table that reflects the date the customer record was added?

  • 06-01-2011 9:25 AM In reply to

    Re: Customer "Created Date"

    Answer

    Hi JKM@SA

    Natively this field doesn't exist.  However, its a simple matter of adding a new date/time field to the customer table, adding your new field to the customer list screen, and setting the field to default to the current date/time.

    Hope this helps

    Mark Crews
    Cloud Consultancy
    Principal and Developer


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  • 06-01-2011 9:35 AM In reply to

    Re: Customer "Created Date"

    Hi JKSM@SA,

    Mark is right the only additonal thing that is worth noting is that this would only be tracked for customers added directly in Method, anyone added in QuickBooks would not have a correct value for the "Created Date"

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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