What field stores the Sales Rep assigned to a Project. I want to include it in a report

  • 18 January 2022
  • 5 replies

Userlevel 2

What field stores the Sales Rep  assigned to a Project.


I want to include it in a report, maybe based on a Generic Inquiry


Best answer by vkumar 19 January 2022, 04:46

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5 replies

Userlevel 7
Badge +11

Hi @mpeck12 

Can you elaborate / point me to the column you are referring to. Are you referring to the Sales Rep assigned to the Customer selected on Project?


Userlevel 2

That sounds right. At some point, I saw a Sale Rep field on a project related form, but now that I want to include it on a report, I cannot, for the life of me, find it again. From your question, I am guessing it is linked to the Customer record?

Userlevel 7
Badge +17

Hi @mpeck12  Are you looking for this field to be added in the report?


Userlevel 2

Yes. Your first question turned the lightbulb on for me, and I found the field.


Thank you.


How do I give you credit for supplying the correct answer?

Userlevel 7

Thank you for letting us know @mpeck12 :relaxed:


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