Displaying the Unleashed delivery name and delivery address helps CRM users easily view the destination of the order within Sales Reports.

Step 1: Navigate to a Company

Begin by navigating to a Company in Prospect CRM, and click on the 'Sales Transactions' page on the left-hand side.

Step 2: Select Fields

Click the further options menu (three dots in the top right-hand corner), and click on 'Select Fields'. This will bring up a list of fields that you could add as columns to your Report.

Click on 'Show More' next to Sales Transaction, then scroll down until you reach Sales Order. Click 'Show More' next to Sales Order.

Step 3: Select the Delivery Fields

Under Sales Order, make sure to select the following fields:

  • Delivery Name

  • Delivery Address Line 1 - 5

  • Delivery Postcode

  • Delivery Country

Then continue by clicking 'Submit' - this will add the delivery fields as columns in the Sales Transactions page.

Step 5: Save Changes

To make sure these fields stay in the Sales Transactions page, press the save button in the top right-hand corner.

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