Query Invoice Report - Adding Custom Field

[LindseyInteractive]

Okay, here is my question, I go to the Reports and run the Invoices report and it lets me select a bunch of different information to run the report on based on the information.

 

Now, here is the issue I want to do...We have a sales team, we are going to create a custom client field called "Account Manager", this way we can note who gets credit for the sale and pay them proper commissions.

 

Now, I need to be able to run invoice report each month and have it query and filter based on the account managers name...so is there a way to add an option to there that we can put in the Account Managers name when running the invoice query?

[brian!]

one possible way to do this might be that instead of creating a custom field, you could use the existing "Notes" field... this could then be filtered using the dropdowns..

 

Filter 1: "Notes" *containing* ... name of salesman