Financial history total in CustomerJob and Sales Opportunity list fields

3 years agoopen0

In addition to the balance and total balance, I would like to see the historical total of sales for the customer jobs list. I want to know how much a customer has been billed out for without having to open up the history. This would also be an excellent add-on for Sales Opportunities fields.

A lot of our customer jobs are builder sales, billed after a job is complete. I want to look at the list of jobs and subs and know that the customer has been completely billed out by seeing the financial history total for each sub in the list view. the “Financial history yes/no” field only tells me they have been billed for something, and that could be a warranty ticket instead of a sales ticket.

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