I'd like to add the invoicing coordinator field as a column on the detail list view so when we export that data, it is available for reporting purposes.
Hi Kelly,
Can you specify which detail list view you're referring to?
i'd also like to see this incorporated into the financials report so we can see who handled which deals and do some further reporting on it
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Kelly Kotara
Hi Kelly,
Can you specify which detail list view you're referring to?
i'd also like to see this incorporated into the financials report so we can see who handled which deals and do some further reporting on it