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Home   »   About Admin   »   Reporting Preferences

Reporting Preferences

From Admin > Settings > Reporting Preferences you can choose whether your sales reports are based on:

  • The User the sale is Assigned To OR
  • The customer’s Account Manager

When working with these settings, make sure you click on Save at the top of the page to apply your changes.

Assigned To

On Quotes, Sales Orders and Invoices there is the Assigned To field where you can select from your list of Users.

Account Manager

On Company and Contact records there is a field for Account Manager, where you can select from your list of Users. This field is in addition to an Assigned To field i.e. you can have 2 Users linked to a customer record.

If you choose this option, you’ll need to make sure that you have an Account Manager appointed on your customer records.

 

 

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