The Transaction section of Customer and Supplier forms is a nice feature but nothing shows up until you request the transaction type using the pick list supplied. We would like ALL transactions to be listed when we open the form, so we don’t have to go looking for them.
I understand why you need this to be manual as these linked Transaction files need to be searched and data brought into the form. This takes time and if every Transaction file needs to be searched every time the form is opened, the time to open could be quite long.
Is there a way to store just the transaction IDs in the Customer and Supplier record so that at least we have a list of Transaction IDs that appear when the Customer or Supplier form is opened. Then when we click on the ID, all the transaction data can be looked up and brought into the form.
This way, we would not have to search through all the items in the pick list, looking for possible transactions.
Alternatively, how about a button next to the pick list that says, “Show All”. When pressed, all the transaction files are searched and found data is listed in descending date sort order, so latest transactions are at the top.
This amounts to a "unified search" kind of a feature. The solution to make it efficiently would be to create an "index" table where all the linked tables could be copied so that it makes for efficient querying. Else this feature would require many queries. There have been requests for this feature sometime in the past and seems really useful. Really difficult to make this priority given our current to-do queue.
Thanks for the suggestion though. We know at the back of our minds what users are looking for!
The Transaction section of Customer and Supplier forms is a nice feature but nothing shows up until you request the transaction type using the pick list supplied. We would like ALL transactions to be listed when we open the form, so we don't have to go looking for them.
I understand why you need this to be manual as these linked Transaction files need to be searched and data brought into the form. This takes time and if every Transaction file needs to be searched every time the form is opened, the time to open could be quite long.
Is there a way to store just the transaction IDs in the Customer and Supplier record so that at least we have a list of Transaction IDs that appear when the Customer or Supplier form is opened. Then when we click on the ID, all the transaction data can be looked up and brought into the form.
This way, we would not have to search through all the items in the pick list, looking for possible transactions.
Alternatively, how about a button next to the pick list that says, "Show All". When pressed, all the transaction files are searched and found data is listed in descending date sort order, so latest transactions are at the top.