I'd like to know how can I possibly create a smart view that has the following:
- Receivables column
- Project name column
- Contact person column
- Total agreed column (receivable-based)
Points 2 and 3 are easy, but there's no such a column for receivables (job types from client price profile) or the possibility to show total agreed amounts based on the receivable shown, not the sum of all of them per project.
I tried to do this under the Projects > Jobs tab, but filters will only work for vendor job types.
Do you have any ideas on how I can achieve something like what I describe above?
Thank you for your support,
Customer support service by UserEcho