Add notes to Sales & Purchases / View All sort drop down menu
Our business doesn't quite fit into the "standard" Dear model. We use key phrases in the Notes field to describe the exact status of a particular quote, sales or purchase order.
In any of the list views for both sales and purchases, we ask that you provide a column that shows the sale or order "note" field. We can then see at a glance the current status without having to click on each individual quote, order, purchase order etc.
This could be shown on the dashboard listings and the detail listings for sales and purchases.
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