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View Customer Document Log and View Customer Transactions need the fields Project/Project Name

(This a specific request rather than the other general requests for more fields in Views.) Quite often I need to view and then export invoices related to specific projects. Unfortunately, neither the View Customer Document Log nor the View Customer Transactions does not have that field available. In View Customer Transactions one can filter for a project before the records are retrieved but this is not optimal since one still cannot sort or group on the project and if there are two or more projects' data retrieved it's a bit mixed up.

  • Bob Arnett
  • Aug 12 2016
  • In Review
Company Whitson Inc.
Job Title / Role CFO/Data Manager
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