Custom Fields Available for Customer [Sales Detail] Report
I have created a custom report cloned from the "Sales [Customer Detail]" report. There are 6 x Custom Fields available, listed as follows (yes, there are 2 x sets of custom fields):- Custom Field #1 Custom Field #2 Custom Field #3 Custom Field #1 (populated from customer card) Custom Field #2(populated from customer card) Custom Field #3(populated from customer card) I have populated the set of custom fields in the customer card record as follows:- Custom Field #1 - value: "Salesforce ID" Custom Field #2 - value: "Division" Custom Field #3 - value: "Branch" The report extracts the above values from the customer card correctly, however, it's unknown from where the other set of values is extracted. Q. From where does the report retrieve values for the other set of "Custom Field" fields? Refer to attached set of screenshots.Sales: Ability to set and rename own fields
Alot of what i read when I've been searching for help on customising invoices relates to being able to customise the fiedsofour invoices. I'm refering to the actual invoice template where we enter the sale. Can it please be concidered to allow us to create new collums in the invoice table, or blank ones that we can "Name" appropriate for our business needs.. This would enable new staff and existing staff to prevent errors and make sure all relevent data is entered and nothing missed. This information would need to be a field so it could be printed on invoices. Example: currently for an item sale we have Ship, back order, item, description, price. discount, total, job, tax my business would be heaps smoother if i could add fields like 1. Senders Ref No, 2. Receivers Ref No. 3. Wool Brand 4. freight payable by 5. order purchase No. (although there is a space for this its not enterable on every line for multiple transactions with different numbers so this is useless for me at the moment) Currently I do use other fields to enter some of this info...under the labels like "comments" & "Salesperson" but its clumbersom to teach people. I know the info can be wrote in the desciption but how easy would it make our life if we could just tab along and enter the right info and it appeared neat and formatted on the invoice. Is it possible that this may be intoducedone day....soon? seeing there are people asking all the time how to add their custom info? or is it never gonna happen thing? "create & rename my own field on invoices"5.8KViews8likes9Comments