Alerts? Who said anything about alerts?

You can import both the Automatic and Manual styles into the customer record. Imports can be automatically run on startup. You could also create a note about the change of status and import that at the same time.

So yes, this can be almost completely automated with a GridView View.

You could also implement this with 3 Filters with different Priorities.

Code:
Name                         Priority            Style
YTD Sales > 0 OR                100                 Green
  LY Sales > 0
YTD Sales > 10,000 OR            50                 Yellow
  LY Sales > 10,000
YTD Sales > 20,000 OR             1                 Blue
  LY Sales > 20,000


The color would be updated each time the DIC was run, either through DataCare or within the application. Editing a customer would also update the color when the record was saved.

Of course, the Filter approach references the YTD Invoices within the customer record, so it is a little more coarse an indicator than you can accomplish with GridView.


Edited by Andrew Bates (08/29/12 04:21 PM)
Edit Reason: How to use Filters
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Andrew Bates