0 Replies Latest reply: Jun 5, 2014 3:21 AM by gwhPoster RSS

    Customer Details don't export when creating custom reports

    gwhPoster Community Member

      Hi everyone,

       

      For both orders and event bookings, you can type in some notes into the details field for customers. I went to the custom reports section of BC and chose "New Customer Report", then I chose "Customer and Orders" for the report type. Then under "Fields" I chose "Customer Name with details", but the results didn't show any of the details, ie. any of the text that I typed into the details field within the CRM, it only shows the customer name. I can only assume that "Customer Name with Details" means the details typed into those 2 fields within orders and event bookings because there's nowhere-else where you can type in something into a field called "Details".

       

      Has anyone noticed this or can anyone tell me if this is a bug or whether there is a workaround?

       

      Thanks so much.