How to add customer contact name to process reports

How to add customer contact name to process reports

Summary

This article will describe how to add the contact name field to your process reports (quotes, order confirmations, etc.).  There are two sections to which this field can be added: the Information Section and the Identification section .  Below are instructions to add the contact name to one or both sections. 

Instructions

  • From within SalesPRO, navigate to the Setup tab, and select the Process Reports Icon.


  • In the Manage Reports window, select the report you would like to edit by double clicking on it or highlighting it and selecting Modify.


Order Information section

  • This is the section of your process report that is location directly under the address section and directly above the line items section.

  • To Add the contact name to the Order Information section, select the Order Information tab.
  • Scroll through the Fields list until you see CustomerContact.
  • Place a check mark in the box to the left of CustomerContact.
  • Click on the Change button.


  • In the Heading label field, enter the appropriate heading name (for example: Contact) 
  • You may also wish to expand the width of both the Heading and Data fields


Identification section:

  • The Identification section of your process report is location in the upper right corner.

  • To add the contact name to the Identification section, click on the Identification tab.
  • Scroll through the fields list until you see CustomerContact.
  • Place a check mark to the left of CustomerContact.
  • Click the Change button.
  • Enter the appropriate Heading label.
  • You may wish to change the Width of both Heading and Data width fields. 
  • Click OK to save your changes

Applies To

  • SalesPRO Software

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