I need to track sales rep visits to customers throughout the month. The problem is, in some cases, there may be multiple records for each visit to track different reasons for the visit, and simply counting the records would inflate the number.
I want to assume that all activity records to the same customer on the same date constitute one visit. I've tried grouping by customer within date and then doing a distinct count. I then wanted to sum the result but Crystal won't let me do that.
Does anyone have any advice. Keep in mind that, if a shop was visited on 3 different days, I want that to count as 3 visits.
Thanks for your assistance.
I want to assume that all activity records to the same customer on the same date constitute one visit. I've tried grouping by customer within date and then doing a distinct count. I then wanted to sum the result but Crystal won't let me do that.
Does anyone have any advice. Keep in mind that, if a shop was visited on 3 different days, I want that to count as 3 visits.
Thanks for your assistance.