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Small and medium business | Business Central, N...
Suggested Answer

How I can add new fields " Full Name" and "Contact name" from table Users to Sales Quote Report ??

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Posted on by 12

Hello Experts,

My client needs to customize a sales quote report and wants to add Mobile and email fields based on the quote initiator.

How I can add the user " Full name" and user " Contact name" from the table Users on the sales quote report?

anyone can help me to solve that, please?

Thanks,

  • Suggested answer
    Nitin Verma Profile Picture
    21,812 Moderator on at

    Hi,

    You can try this code

     var
            User: Record User;
        begin
            User.get(UserSecurityId());
            message('%1..%2', user."Full Name", User."Contact Email");
        end;
  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at

    Just a suggestion.

    Using the salesperson / purchase person table for this would be a more standardised way of handling it.

    But you might already have evaluated the use of sales person instead of user.

    F.ex who is the user if the order is imported through a API or any other automated process?

  • Suggested answer
    YUN ZHU Profile Picture
    103,829 Super User 2026 Season 2 on at

    Hi, you need to use Report Extension to add DataItem. The following is a simple example, hoping to give you some hints. 

    https://yzhums.com/10723/

    Of course, it would be much easier if you added the Full name" and user " Contact name" fields to the Sales quote in advance.

    Thanks.

    ZHU

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