T
TonyaG
how do i print out a modified report using the custom columns?
I have accounts set up. (We're a landscape architecture firm). I've set up
various user defined fileds to indicate which type of business each account
is (architect,
engineer, planner, etc.) i realize you can do this in the "area of interest"
box, but there are far too many to list and some firms fall under several
categories.
I'm not sure if this is the best way to do it, but as a trial, i went into a
couple of my accounts who i know are architects. at the top of the screen, i
went to the "show" menu, clicked on user defined fields, and then put an "x"
next to the Architect field.
Now i want to print out a report which would include only architects.
I cilick on reports, accounts, by category, and then when i go to print out
the report, under "modify report", custom columns and click the box
"architect".
This pulls together a list of ALL the accounts with a check mark next to all
the architects. however, the $64,000 question is:
is there a way to print up ONLY the architects under this report using the
user defined fields?
i know that's the long winded version of asking that question but if you
have any info that would be greatly appreciate.
Thanks so much!
I have accounts set up. (We're a landscape architecture firm). I've set up
various user defined fileds to indicate which type of business each account
is (architect,
engineer, planner, etc.) i realize you can do this in the "area of interest"
box, but there are far too many to list and some firms fall under several
categories.
I'm not sure if this is the best way to do it, but as a trial, i went into a
couple of my accounts who i know are architects. at the top of the screen, i
went to the "show" menu, clicked on user defined fields, and then put an "x"
next to the Architect field.
Now i want to print out a report which would include only architects.
I cilick on reports, accounts, by category, and then when i go to print out
the report, under "modify report", custom columns and click the box
"architect".
This pulls together a list of ALL the accounts with a check mark next to all
the architects. however, the $64,000 question is:
is there a way to print up ONLY the architects under this report using the
user defined fields?
i know that's the long winded version of asking that question but if you
have any info that would be greatly appreciate.
Thanks so much!