Sales Reps and Customer List

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  • Updated 6 years ago
Archived and Closed

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I'm sort of surprised that your Customer List report has no way to Filter By, Display, or Sort by sales reps. Having a handy list of customers and their sales rep would be very helpful.
A current workaround is to make a custom field cor the customer with the Sales Rep which can be used in Reports but it's an extra and redundant step.
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Colin

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  • surprised

Posted 6 years ago

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Sunny, Official Rep

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Wish listed!

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