This drop-down page should show the year-to-date sales rather than just the first quantity sold in the current year (or whichever year). We have customers who order the same item multiple times throughout the year but when we check the Items, it currently only shows their first order for the year and there does not seem to be a way to change it to year-to-date total quantity; the only way to get a total is to double-click the item itself and then we need to go back to the list for the next item. When we are doing a quick check for the customer or our sales reps or for ourselves, this is way more time-consuming than it needs to be to let them know they have ordered x quantity so far this year or y quantity the entire previous year.

by: Sheila N. | over a year ago | Customer Mgment (CRM)