A couple of additions were made to enhance filtering on the Accounts > Waste Profile Management screen to support Profile Renewal reporting. The changes focus on Sales Reps assigned to accounts and being able to view upcoming expiration 30, 60 or 90 days out.
- A Sales Rep column was added to the Waste Profile Management grid.
- A Sales Rep filter was added so the data can be filtered by Sales Rep.
- Add new filters to the Expires filter:
- Expires in 30 days
- Expires in 60 days
- Expires in 90 days
- Add the ability to export as an Excel file.
Pathway: Accounts > Waste Profile Management