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Use Total Amount Purhcased/Ordered in Results?

edited Jan 3, 2020 12:28AM in Search / Reporting 12 comments

Hello,

I love the total amount purchased/ordered fields which are available in the criteria tab, but it doesn't appear they are available in the results choices. Is there anyway to change this and expose the field on the customer record itself so that it is available?

I know I can set the trans type to SO or INV in the criteria and then sum the amount, but then I've locked the whole search into customers who have a SO or INV, which I do not want. I only want to look at this data in a single column. Other results columns need to collect data from leads which may not have those transactions on the record.

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