You may help the customer focusing on what he wants. That may reduce the problem
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>Here is his response - that means I would have to go back to drawing board, change table/view structure, etc.
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Yes, I would buy a brand new one
>A filter for lead source (or multiple lead sources)
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>You have an area in there for activity prior to. How about a drop down on the word prior that would allow “prior” or “after”.
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>How would we go about selecting multiple manufacturers or models?
That can be easy - create a cursor and put them in. You can us the cursor to join
>In addition to the quotes generated for manufacturer and model we should also have a spot for purchase agreements generated for manufacturer and model.
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>What do you think about something that would allow the user to distinguish between purchase agreements, signed purchase agreements, and delivered purchase agreements (perhaps check boxes)
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>Filter based upon zipcode (or multiple zip codes)
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>I think you need to have the two check boxes but they might need to be worded differently.
>The first check box excludes customers who haven’t purchased. In addition, we want to have a check box that ONLY sends to people that have purchased (this way we capture both options).
Gregory