how to show separate types of Sales

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MazHam
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how to show separate types of Sales

I would like to be able to show different catagories of Sales.  ie Sponsorship, Rentals, Donations, etc. so that I can do a report or call up Contacts in each section.  I tried "ID" but that wants a different ID for each contact.  Is this possible?

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SamaraM
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Re: how to show separate types of Sales

Hi @MazHam 


Welcome to the Community Forum. At this stage, there is not a field to be able to group customers together on the Contact Card.

 

This could be a potential candidate for future development, and more customisations are planned for this product range. I recommend you put forward this as a suggestion to our developers via the Ideas Exchange.

 

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

Regards,
Samara

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