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Hi,
I would like to build a flag in my app to determine what clients on my system is 'ADD' a new client and which where, where they have an existing contract they just 'ADD' another contract to their profile.
I have a excel spreed sheet that i mapped my month end dates and i would like to create a flag with that to my clients contract creation dates in the system. (Keep in mind that my month end dates does not run from the 01 to 30/31)
Some of my clients might have multiple contracts but if all contracts are not created in the same month then it is not seen as a ADD.
Can someone advise me of what i can do?
Can you share some sample data along with expected output?