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Layout question - adjusting freq for specific services

  • October 8, 2024
  • 3 replies
  • 85 views
P
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Howdy!

Does anyone have any experience with adjusting the freq in a proposal layout for a specific service?  what i am trying todo is change our per service mowing to now say 34 visits - but instead just the per visit price.  The 34 visits is throwing people off when i send proposals - especially this time of year when they sign up and we only have 1 month left of mowing.  Our contracts auto renew, so i do not want to adjust the mowing visits for just one season because then i will have to adjust all contracts the following year.

3 replies

Kbaird
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  • Kbaird
  • Brainy
  • October 8, 2024

Do you have access to the web report designer? This can be adjusted in the web report designer by removing the frequency (mdlOpportunity - spReportOpportunityService.ServiceOccurrence) column from the report. 

Better today than yesterday, better tomorrow than today.
    P
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    • Proscapepete
    • Author
    • New Participant
    • October 8, 2024

    I do have access to that.  Am i able to adjust it based off just one service type?  i would stil like other services listed such as pruning to be able to show a count of frequency, vs just the mowing will be 1

    Kbaird
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    • Kbaird
    • Brainy
    • October 8, 2024

    You could create a string filter on the detail report

    Not Contains([ServiceDisplayName], 'Mow')

    This would filter out any services that contain mowing in their display name.

    You would then have to have mowing in a separate detail report band though. 

    Better today than yesterday, better tomorrow than today.
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