Hi AllPlease go easy with me as new to ERPNext ands this is my first post as I'm working on implementing the software in our business :-)
SoMy first stumbling block has been how I can manage our sales people with the system.I have them set up and they can create customers and sales orders etc which works fine.Moving on I need them to be able to do the account management as we require which involves giving each customer a followup call at set intervals after a sale (or custom if the customer requires)With that in mind I created a custom field in the customer doc for "Next Contact Date". The sales person then updates this after a sales or after a contact with that customer.I have then edited the customer report to include that field: http://prntscr.com/4n0kd9The problem is it is only showing me 15 records and only those dates are next month.
What I'd like to be able to do is show all records paginated with the soonest contact required at the top.
Any ideas if I'm doing something wrong or is it a bug?Thanks!Mike
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Mike,
On 15-Sep-2014, at 3:57 pm, Mike Jones <mike....@neogain.com> wrote:Hi AllPlease go easy with me as new to ERPNext ands this is my first post as I'm working on implementing the software in our business :-)Welcome to the forum :)SoMy first stumbling block has been how I can manage our sales people with the system.I have them set up and they can create customers and sales orders etc which works fine.Moving on I need them to be able to do the account management as we require which involves giving each customer a followup call at set intervals after a sale (or custom if the customer requires)With that in mind I created a custom field in the customer doc for "Next Contact Date". The sales person then updates this after a sales or after a contact with that customer.I have then edited the customer report to include that field: http://prntscr.com/4n0kd9The problem is it is only showing me 15 records and only those dates are next month.How many records do you have? Should it show more?if you think this is an error, check your javascript console.What I'd like to be able to do is show all records paginated with the soonest contact required at the top.Click on the header of the date column that should sort it.
Any ideas if I'm doing something wrong or is it a bug?Thanks!Mike--
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