I am looking for a way to add the customer price class to the customer list view. I am trying to do this so I can sort the customers based on the price class and also to quickly see what customers have what price classes. I am trying to add fields to the generic inquiry, however I cannot seem to get it to work. Here is how I currently have the GI set up (I have tried all different join types)
And here is the result I am getting
Those are all the same customer. As you can see, it is just repeating the price classes for each customer.
I wouldn't mind using a report that would show this, however I cannot seem to find one. I do need to be able to export it to Excel.
Any help is appreciated!
Best answer by kandybeatty49View original
Try a different data field relation:
Here is what it then looks like:
Please add a price class to customer location generic inquiry
Based on the location the GI will repeats the customer, add the customer GI with price class
Glad to have helped!