There are many ways to do this and the simplest way, in my view, as below:-
1. Create a PDF Template using the Accounts Module (you need to link...
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I have deployed a similar solution for my client. Can show you the same, if interestedLeave a comment:
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I suggest you create a separate entity eg. "Sales Performance" and map the values from Opportunity or Sales Order or Invoice to this entity...
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You can check by using formula record\findOne or record\findMany https://docs.espocrm.com/administrat...#recordfindone👍 2Leave a comment:
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dreginald replied to (Advanced Pack) Create a Joint Report showing outstanding Tasks per Opportunity?in ExtensionsYou can create a list report on task with parent opportunity (use filter parent>opportunity) and select the required fields....
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You can select the fields you want to include in the search in the Entity Manager. Screenshot attached
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dreginald replied to (Advanced Pack) Create a Joint Report showing outstanding Tasks per Opportunity?in ExtensionsIn the grid report on Tasks, instead of grouping tasks with parent, group by Account and results will show in the joint Grid...1 PhotoLeave a comment:
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