I am trying to find a way to populate a custom fie...
# general
j
I am trying to find a way to populate a custom field showing our current sales for the day. That way when we send out our sold emails, it shows the total sold for the day. I thought I could create a custom search to populate the number and have it show up on a custom field on the sales order, but that doesnt seem to work. Any ideas?
m
Do you want it to show sales for the day per customer?
Or just all sales
j
All sales. Our salespeople send out anytime they sell a vehicle. We also wanted to have something that showed how many we had sold for the day in the email also
m
Is your custom field on the employee record of the sales person?