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We have some contracts for items where we have custom pricing set at the item level.
Ideally we need to be able to produce a report that we can send to the customer listing their custom pricing - ie a price list. There is a built in report that has the required information, but it lists the information in a set format and shows the normal pricing AND the custom pricing and does not allow us to customise the layout of visible information at all. Is there any other way to present the custom pricing information in the reports? |
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Thanks for the suggestions. Yes we can build reports that access the DB in a number of ways, but what we were hoping was that the built in report functions would let us create this report so staff could use the application they are already 'in' to send this information out.
We have used many different applications over the years, most of which had a DB we could access as well as a built in report writer/editor, but the access to DB fields/schema in CommitCRM is certainly one of the most restrictive we have ever seen. It would be GREAT if the report writer could be improved so that a query could be embedded into a report - would open up a great deal of additional functionality. |