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

  • 18 January 2022
  • 5 replies
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What field stores the Sales Rep  assigned to a Project.

 

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

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Best answer by vkumar 19 January 2022, 04:46

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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?

Regards,

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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?

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

 

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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?

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Thank you for letting us know @mpeck12 :relaxed:

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