Monday, November 26, 2018

Add the Alt. Phone field as a Filter in a sales report


The Office Phone field was renamed Alt. Phone in the customer record.  When the Office Phone is used, it will also give out the same information as the Alt. Phone.

You can use the Office Phone field under the Base Entity sub-folder under the Customer/Project folder in a sales report.  This will be your filter since the Alt. Phone field is not available in list of fields under the Filters section in the Report Builder.

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