Configuring the Context Selection – Sales widget

  1. Click configureand select Configure. The Configure Widget screen is displayed..
  2. Select the check boxes to view the filters in the widget. These are the available options:
    • Site
    • Sales Office
    • Sales Representative
    • Customer
    • Period
    Note: By default, the Financial Company and the Logistic Company check boxes are selected and disabled.
  3. Click Save.