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Categories CRM App
Created by Guest
Created on Aug 22, 2023

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Hide B2C customers from the account manager dashboard 'underlying' report.

If you select Exclude B2C customers from Sales Order analysis in the system settings, the report (https://crm.prospect365.com/view/Report/Dashboard-ThisMonthOrders?args=%7B%7D) does not filter out B2C sales ledgers which makes it not match the values for the dashboard tile.

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