Sales | List view - Show the Account manager
i would like to know if is possible to add a new field on the invoices dashboard to show the Account manager. at the moment there is number, ref, to, date, due date, due - all under draft. i would like to see AM ( account manager) without having to go into each invoice detail.
Hi Monica, when you say Account Manager - would this be the user that entered the transaction? Or someone else/ a different field you'd like to see here?
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Mike Bacon commented
I too would also like an answer to this question - was a solution provided? As a follow up, how do i assign an Account Manager to each Customer. Monica has clearly achieved this
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Monica Robinson commented
Hi , thank you.
I have attached a model of what i would like to see. at the moment, i can only see the Account manager if i open each invoice, i would like to see it when i see the draft without having to open it every time. it will require an additional tab. please let me know if it makes sense.