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SWalters9
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Stephen Walters

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SWalters9 on November 09, 2024
Dashboard or Report for a specific customer type
Hi- I am trying to find a way to track the status of customers within a new buying group that I have recently partnerd up with. While I have a contract with the parent company, there are 50 companies under their umbrella that each will have tasks a read more
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SWalters9
Member
November 10, 2024
How would this work if I have created a unique association such as "buying office - member"? When I search for those titles they do not appear. I hav...read more
Solved
SWalters9 on November 09, 2024
Dashboard or Report for a specific customer type
Hi- I am trying to find a way to track the status of customers within a new buying group that I have recently partnerd up with. While I have a contract with the parent company, there are 50 companies under their umbrella that each will have tasks a read more
Reply Discussion Starter
0 upvote
3 Replies
SWalters9
Member
November 10, 2024
How would this work if I have created a unique association such as "buying office - member"? When I search for those titles they do not appear. I hav...read more
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