I am looking for a CRM to install that can do the following:
Create custom field in account where I can select/link one or more contacts that are the founder of the account (firm)
Create a custom field in the account with the founding date of the firm
Create a school field in the contacts
And here comes the trick:
I would like to create reports that show for example: all account/firm names that are founded within a specific date range with contacts linked in the custom founder field that have visited a specific school.
So in summary what I would like to accomplish is to generate a list of accounts that have been founded within a specific date range by founders from a specific school. I think I need custom fields since one founder can be the founder/employee of more than one account.
Does this work with CiviCRM and if so, how do I do it?
Thank you so much for your help!