Understanding how to effectively manage and customise the 'Quotes' functionality in Access CRM can streamline your reporting and data visibility.
Reporting on Custom Fields in Quotes
If you need to report using custom fields, such as the 'Contractor' field in Quotes, follow these steps:
Create a report based on the Quotes entity within Access CRM.
Expand the Quote fields to access Quote > Custom Fields.
Add the desired custom field (e.g., Contractor) as a filter or group within your report.
This ensures that the values specific to custom fields are included and actionable in your reports.
Resolving Visibility and Sorting Issues in Contact-Level Quotes Reports
When viewing Quotes reports at the contact level, newly created quotes might not immediately appear visible. This is likely due to how the report organises data, which, by default, is sorted by Order Date. If a quote lacks an Order Date, it may be pushed to later pages. To resolve this:
Open the contact’s Quotes report in Access CRM.
Sort the table by clicking any column header, such as Quote Number or Created Date.
Save the new sort order to make it persistent for future views of the report.
If needed, access the company-level Quotes report, which shows all quotes, regardless of sorting or contact-specific issues.
FAQs and User Tips
How can I ensure custom fields are displayed in my report? Ensure the specific custom field (e.g., 'Contractor') is part of the Quote entity and is added via Quote > Custom Fields in the report setup.
Why can’t I find a specific quote in my contact’s Quotes report? Verify the sorting order of the report and reconfigure it to display the desired results. Check company-level reports for a broader view.