Submit your Suggestions for Spectrum

Sales Report by Customer with Several Large Jobs / Ea with different PM

  We have a customer that has several on-going larger jobs. Each job has a different salesperson/PM.
  In AR Maintenance, customers can only be assigned one salesperson.
  We need able to assign a customer to more than one salesperson.
  What we're needing is a report that shows more individualized sales for our PMs. I don't believe there is a report
   in Spectrum that provides this information currently.



     

      
  • Guest
  • Apr 23 2018
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