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Comments
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1.We have customers who have bad debt which we send to debt collectors to collect the money. 2.We have some invoices waiting for credit. Our A/R ask me how can I show these info on their A/R aging detail report? Do I add a custom field to do it? 3. My A/R asked me if I could generate a saved search for them for customers…
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But I am not using e-mail for the marketing but rather using direct mailing (snail mail). Right now, when I use the campaign thing, it says it is "completed" when I excute it. Does that mean it won't keep track of any incoming sales orders?
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You could create a special custom item form that hides all of this information and then restrict the sales rep roles to use this form. That way whenever they view the item records, they will only be able to see what you've restricted them to see on the custom form that you created for them. Thanks, Yang But even on custom…