Question/Problem:
Setting: Setup > Company > Enable Features > CRM: Team Selling=True
In a transaction search under Results tab, when Sales Team Member is added, this will make the Transaction Number duplicated depends on how many members the sales team has even under Criteria Main Line=True.
Setting: Setup > Company > Enable Features > CRM: Team Selling=True
In a transaction search under Results tab, when Sales Team Member is added, this will make the Transaction Number duplicated depends on how many members the sales team has even under Criteria Main Line=True.
Answer/Solution:
1. Navigate to Lists > Search > Saved Searches > New > Transactions
2. Under Criteria tab, filter the following fields:e.g.
Type=Sales Order
Main Line=True
3.
On Results tab, set the following fields with Summary Type:
Number=Group
Name=Group
Sales Team Member=Count
that's not a report. it is a saved search. how do you do it in a report?
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