Add Report in Companies for Missing Trades
Add a report for vendors with missing trades (similar to missing emails, phone, etc).
12
votes
Dave Davis
shared this idea
You can now create this Report using the new Custom Reports feature! Go to Companies> Reports
1. Create Report
2. Name your report and Select the Columns data you want to see (ie. Company may be all you need)
3. Create a filter from the pull-down list…. select Company: Trades, then change “Within” to “Is Empty”
4. Click “Add Filter” and then “Save & Preview”.
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Brandan King
commented
To make it easier for D.stephenson we would like to add Missing Trades to our Report log.