Share
Report
155Hi All,
We want to have a delivery calendar built into CRM online if possible.
Meaning I would like it if when the reps placed orders for the upcoming month, to then have some kind of report or calendar that advises:
a) Date to be delivered
b) to which customer
c) for what product
d) for what Qty of that product
Now, i can go to "all orders" and do a excel export, but this only gives me date to be delivered and to what customer. It doesn't give me what product or what qty
I don't mind what format it is, or if i have to create a template or something, i'm just not sure where to start.
In a perfect world, the calendar would note the delivery date of each order placed in the CRM and add it with the requested info.
does anyone have any suggestions as to what might get me the result i'm after?
*This post is locked for comments
I have the same question (0)
All responses (
Answers (
