Is there a way to show the Company Name in a Pipeline report? Presently the report shows the Name filed, however, if I want to know the Company (Customer Name) rather than the contacts name, I can not see this in a report without having to drill down to it. i.e I do a quote for Joe Sample who works for Royal Bank of Canada, I would like to see his name and company name in the report. Is there another report I should be using?
This answer was correctCreated by11:11 26 Jun 2013
Hello,
The Pipeline Report in the Quotations Module can be used to predict future sales, based on the current stock of open Quotations, their Decision Dates and the probabilities that they will be converted to Orders.
The report is a list of open Quotations sorted by Decision Date, showing for each the Quotation Number, the Customer Name, the Salesman, the Probability, the Decision Date, and the total value excluding VAT.
The Customer Name field gets populated from the Contact Card>>Name Field. If the Customer Name is entered here, it will be displayed on the Pipeline Report (under the Name Field).
Thank you
HansaWorld Support
