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saved search help needed
I need to make a saved search that generates a customer list for our outside sales reps. I have it mostly done and showing everything I want, except one thing.
I need it to show YTD sales for each customer. I am not finding how to do that with a saved search so far.
Can anyone provide guidance? It is a customer based search so far.
What I am presently showing is customer number, cust name, shipping address (this is where the outside reps usually make their visits), primary contact, phone, email, and a couple of pieces of info that are custom to us. As I said, I can show everything that has been asked for except YTD sales.
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