Columns in Classic Reports with Contacts
We need to have reporting capabilities back for reporting on the Sales Rep field in Contact Reports. We use the Sales Rep field on Contacts to assign a POC in their office for anytime that Contact calls in.
I should be able to build out Columns from any field that is on a Contact so that my reporting is accurate. Excluding certain fields on the report is causing frustration and extra work for my team
Libbie Spielmann
shared this idea
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Dean Wray commented
A given! Please fix.
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Admin Team commented
Creating a clear & efficient system by which to assign new job requests is essential, and using the sales rep field of the contact is the best way to define this, using it as the POC. A huge percentage of our business comes from returning clients so this field is very relevant for our processes.
In fact, one of our automations is dependent on this field, and management/reporting of the automation is only possible if this field can be shown and filtered by.
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Randy Eubank commented
Yes yes yes
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James Townsend commented
Please make this change... having trouble sleeping at night until this gets done!!!
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Robin Eggen commented
This should be standard.