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Categories CRM App
Created by Guest
Created on Mar 16, 2022

Ability to save Sales Transaction or Sales Order Header report entity at contact level

A customer would find it useful to be able to save a sales transaction or sales order header report entity at contact level, to show all sales at contact level rather than just at company level. The reason for this is because they use the task feature at contact level, so when updating a task they have to open the company to view the sales history, as a result they would like to be able to see this at the contact level as well. Currently if you try to save either of these report entities at contact level it shows no rows as it's filtering by the contact rather than by the company.

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