I've created a Gridview report from A/R showing Customer #, Name, Salesperson and Territory. Could you tell me how to create a filter to show only one particular salesperson.

Hi,

There are a number of ways this could be done but perhaps the simplest is to create a new filter named the 'code' used for the particular salesperson (eg. RD). Within the filter, you could enter:

TRIM({Salesperson} ) = "RD"

This would filter would display only those customer records for which 'RD' is the salesperson.

After the filter's created, select it from the Filters dropdownin the GV toolbar to activate it.

If you want the user to specify the salesperson to allow them to select any salesperson in the file, then you'd use:

or if all your salespeople have uppercase codes then:


For an even better user interface, use the Salesperson table in either Invoices or OrderEntry and create a View listing the salesperson code and name. The Link that table by the salesperson code to the Customer View. Then the user can just click on the salesperson and see their customers.