Forum Discussion

schryan's avatar
schryan
Contributing User
2 years ago

Custom Fields Available for Customer [Sales Detail] Report

I have created a custom report cloned from the "Sales [Customer Detail]" report.

There are 6 x Custom Fields available, listed as follows (yes, there are 2 x sets of custom fields):-

Custom Field #1

Custom Field #2

Custom Field #3

Custom Field #1 (populated from customer card)

Custom Field #2 (populated from customer card)

Custom Field #3 (populated from customer card)

 

I have populated the set of custom fields in the customer card record as follows:-

Custom Field #1 - value: "Salesforce ID"

Custom Field #2 - value: "Division"

Custom Field #3 - value: "Branch"

 

The report extracts the above values from the customer card correctly, however, it's unknown from where the other set of values is extracted.

 

Q. From where does the report retrieve values for the other set of "Custom Field" fields?  

 

Refer to attached set of screenshots.

custom fields

1 Reply

Sort By
Replies have been turned off for this discussion
  • Sean_DC's avatar
    Sean_DC
    MYOB Moderator
    2 years ago

    Hi schryan 

     

    Thank you for your post. There are also custom fields for items. This might include fields like Warranty, ID No. and Manufacturer. This Help Article, Fields and columns you can add to forms and Custom item fields, will give you more information about it that you can use as a guide if you wish to have custom fields for your report.

     

     

    Please feel free to post again. I'm happy to assist further.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.