Recent history of customer sales on contact card missing
Gary Taylor
2017-05-12
Since moving to 8.3 I seem to be missing on certain users the recent history of products sold to customers that used to appear (in 6.3) within the customer record; operation; customer status.


Some users have the on screen report some do not but they all have exactly the same access rights (we use one access tag for senior staff).

Could anybody give me a clue as to how I can turn on the facility to present recent sales history within the customer record?

Thank you.

This answer was correct
Created byEdwin08:54 15 May 2017
Hello Gary,

To edit how the customer status report appears for specific users you can go into CRM module -> Settings -> Info in Customer Status Report. There you have several check boxes that you can use to customise the report.

Kind regards,

Edwin
HansaWorld Support
This answer was correct
Edwin
2017-05-15
Hello Gary,

To edit how the customer status report appears for specific users you can go into CRM module -> Settings -> Info in Customer Status Report. There you have several check boxes that you can use to customise the report.

Kind regards,

Edwin
HansaWorld Support
Roclei03
2019-07-03
https://forum.hansaworld.com/us_en/StandardERPForum/viewmessage/5095/8335004
https://forum.hansaworld.com/us_en/StandardERPForum/viewmessage/5095/8335004
[url=https://forum.hansaworld.com/us_en/StandardERPForum/viewmessage/5095/8335004]https://forum.hansaworld.com/us_en/StandardERPForum/viewmessage/5095/8335004[/url]
This thread has been closed for further comments. Please create a new thread
Back to the list
Latest Posts
ConsulBiotech, Investigação e Desenvolvimento, Unipessoal, LDA
Boa tarde Após indicação de fazer update o programa deixo de abri aparecendo uma janela com erro ...
14:15 5 Feb 2025
Alan
Our postcode lookup service has been down for 2 weeks now. We have contacted our Hansa partner ITS S...
14:48 3 Feb 2025

Supervisionamos regularmente o fórum dentro do horário normal de trabalho e tentamos responder a todas as questões em 24 horas

Pode subscrever notificações para qualquer mensagem neste fórum, seleccionando o ícone 'estrela' no canto superior direito da lista de tópicos. Tem de iniciar sessão para utilizar esta funcionalidade.