Hi.

We would like to relate customers to projects, so it is possible to get project reports and task reports for a specific customer.

We have a custom field in the Project Layout called Customer Contact, and mapped this through a pick list to all customer contacts. We would like this to be a linked list with two pick lists one for Customer and one for Customer Contact. So it is easy to map the project to a spesific contact and customer.

The second part we would like, is to generate reports based on this Customer and contact. How do we set ut this report, or how do we filter for this new custom fields?

Best regards
Vidar

 

It's not currently possible to relate a customer picklist to a contacts picklist, because there's no way to pass a parameter to the stored procedure.

As far as the filtering for the reports, it would have to be done in the report shortcut.  You cannot set up custom reports to pop up a window like the built-in reports do.

---

Dan Suceava
http://www.axosoft.com