Custom Fields/Dept Setting on Customers/Suppliers

I see from other posts you cannot pull Custom Fields and/or departments from Customer or Suppliers onto Order/Invoices.

But I am just wondering if this can be put on a roadmap?

Parents
  • If you mean displaying custom fields that are defined on the customer or supplier when you are creating/editing an invoice/order artefact, then you are correct this isn't currently possible so logging an idea would definitely be the best thing to do for that.

    One possible workaround you could do in the meantime is make use of the custom alerts feature. Using this you could enter the value of the custom field in to the alert and have it set to show for invoices/orders. It's certainly not ideal as you'd have to set this up individually on every customer/supplier and keep on top of updating it if the value of the custom field changed, but it's the only way I can think of that would get you close given the current functionality I'm afraid.

    However, if you mean you want a custom field from the customer or supplier to be included when you print/email/export the invoice/order then this would already be possible. Let me know if this is the case and I can drop in some instructions here on how to do so.

    Hope that helps

  • in reply to Darron Cockram

    Thanks guys appreciate the feedback.  We can manage any printing issues, this is more about setting a Rep for example on a customer and it auto populating the order/invoice, and then we can get Rep sales etc.

    If you could put it on the wish list I would appreciate it.

    I have had a number of customers recently asking for this on both Customer and Suppliers for custom fields and depts.

Reply
  • in reply to Darron Cockram

    Thanks guys appreciate the feedback.  We can manage any printing issues, this is more about setting a Rep for example on a customer and it auto populating the order/invoice, and then we can get Rep sales etc.

    If you could put it on the wish list I would appreciate it.

    I have had a number of customers recently asking for this on both Customer and Suppliers for custom fields and depts.

Children
No Data