I am looking to customize the list and reports default views for sales orders, purchase orders, quotations etc. with adding the items codes or names. I’ll explain my needs to see if this is the right solution or if there is something else I can do.
I ask for quotations for 1 item and sometimes it stays at this stage, no order is made immediately. Then few months later, I want to see if I made a quotation for this particular item but of course I don’t remember the quotation reference but I know the name of the item. How can I search if a quotation has been made?
I have 4 questions:
1- My solution is to add a column in the report view to be able to search for it with filters. Is it the right way?
2- Is there an quickest way to do it than to add a filter “item code” 'like" (because I dont want to type/remember the whole product code which can be long) and validate?
3- I managed to add this column in the report view but not to add the item code to the list view. Is that possible and how?
4- How can I set the report view as default? If I customize the report view with the admin account or any other account, this customized report view is available only for that specific user and I want it to be viewable by every user, as the default view. This is the same for every list/report view. How to change a customized view to default for everyone?
Thanks for your help!