New customer company and contact fields for custom log reports
Related information
Related topics
Additional customer company and contact fields are now available in custom log reports for projects and leads, providing greater flexibility when creating reports and analyzing customer-related data.
Details
The following fields have been added to the vw_ProjectInfo, vw_ProjectInfoSimple, vw_LeadInfo, and vw_LeadInfoSimple data views:
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CustomerCompanyId
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CustomerCompanyCode
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CustomerCompanyName
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CustomerCompanyPhone
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CustomerContactId
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CustomerContact
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CustomerContactTitle
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CustomerContactMobile
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CustomerContactEmail
How it works
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Go to Reports and open or create a custom log report for a project or lead.
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Connect to the shared database.
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Expand the dbo folder and then expand the Views folder.
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Expand the vw_ProjectInfo, vw_ProjectInfoSimple, vw_LeadInfo, or vw_LeadInfoSimple to list the new fields.