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How to Add/Show Customer Name Field

By
Khaled
on 6/3/16, 5:31 PM 550 views

Hi 

Under Reports --> Pipeline, When I click the + sign beside Stage type (New, Won,...) I can not see Customer Name in the menu. I need to group/filter by Customer Name.

It appeared  just one time before and now all of the sudden I can not see it in the menu anymore.

How can I enable "Customer Name" filtering/grouping  in the pipeline report ?

Which version ?

Ahmed M.Elmubarak
on 6/4/16, 4:37 AM

Version 9.0c-20160415 (Community Edition)

Khaled
on 6/4/16, 6:18 AM
0
Ahmed M.Elmubarak
On 6/4/16, 7:29 AM

Hello

I think you're looking for the 'Partner' the customer is appear as Partner in the Pipeline report. Also in the filters when you

start writing your customer name you can select partner from the options. To make group by customer[partner] from the group by menu go to add custom group by and select Partner ...

Hope this could help

0
Khaled
On 6/4/16, 6:17 AM

Thanks Ahmed

Version 9.0c-20160415 (Community Edition)

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Asked: 6/3/16, 5:31 PM
Seen: 550 times
Last updated: 6/4/16, 8:28 AM