Over time, as more purchases are made, it can sometimes be tough to track down a purchase as the list grows. For example, you may have made a number of separate purchases several months ago. From a quick glimpse you would need to expand each to determine which purchase is the one you are looking for. This is especially the case if you are making purchases on the behalf of clients. (We recommend they purchase on their own behalf to take advantage of our conflict notifications along with being able to take advantage of future capabilities, but we understand it if they would rather not)
To make it easier to spot the purchase you are looking for we added labels:
Clicking on "" opens up a quick edit form:
Once saved you can more easily scan the page to find the purchase that you need:
This is nothing earth shattering, but it makes life just a little bit easier. Let us know about any other tweaks that would be helpful.
By the way, if you are purchasing on the behalf of clients, why not take advantage of our Affiliate Reseller Program?
Shipcloud.io Connector for SuiteCRM / SugarCRM
Generate and print shipping labels for DHL, Deutsche Post, UPS, DPD, Hermes, GLS, FedEx, TNT directly from your CRM.
Tracking of all your shippings.
SynoGenerateDoc for Sugar
Create personalized MS Office or Open Office letters and documents from any Sugar module with one click. Define and create templates for any module and generate Office documents on any record and its related records. Great for mail merges and more!
Have calculated fields and logic hooks that your business depends on for reporting and business logic. Unfortunately those rules only run when a record is saved. Background Updater runs in the background to ensure your records are regularly updated so you can be sure your data is up to date.
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