Is there a report that can be ran that shows the City, State of the customer for quotes?
I would like to run a weekly report for each region to send the quoting activity to.
Hi @jennb
There currently is not a report that can be ran that shows the City and State of the Customers for quotes. However, I can submit a development feature request to our developers on your behalf, or, you can create bonus columns for your quotes with fields of city and state and see if that works well. The only drawback to bonus columns is that these will only work on quotes moving forward, it will not work on quotes from the past that have already been created.
- Cetec ERP Support