Add the 'REFERENCE' field

In the C&F version, the 'REFERENCE' field was available, allowing us to add the customer reference

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AJOUT DE LA CASE "REFERENCE"

SUR LA VERSION C&F, LA CASE "REFERENCE"ETAIT PRESENTE ET NOUS PERMETTAIT D'AJOUTER LA REF CLIENT.

Guest
Jan 17 2025
Open to voting

Sales Features

Feb 19, 2025

Admin response

Thank you for your idea.
We have translated it to English and it is now public in the portal so all users can vote and comment.
Your idea will be reviewed together with all other ideas and taken into consideration on our current plans to enhance Sage Active.
We encourage you to keep sharing and voting ideas so we can make Sage Active better together.

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Merged ideas (8)

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1 Vote

Add reference to the quote for quick search Merged

Add reference to the quote to make it easier to find when you have several from the same client. Original idea: Añadir referencia al presupuesto para búsqueda rápida Añadir referencia al presupuesto para cuando tienes varios de un mismo cliente se...

Created 07 Jan 12:14

General Features

0 Open to voting
2 Vote

Reference number on Invoices Merged

Mandatory information, in particular the customer reference and order number, does not appear on the invoice, even though it is requested when the invoice is created. Modification de la présentation finale de la facture Les mentions obligatoires e...

Created 26 Feb 21:43

Sales Features

0 Open to voting
2 Vote

Improvements to the invoice Merged

Improvements to the invoice We need to be able to modify the invoice due date. In the header, we need a place for OUR WORK NUMBER and the ability to attach the customer's order number. Means: Ability to modify the invoice due date. Include a secti...

Created 02 Jan 11:02

Sales Features

0 Open to voting
2 Vote

To be able to put references to distinguish delivery notes of the same client with different activities in the list. Merged

We have to select each of the delivery notes, invoices or quotations and look under ‘External notes’ to know which activity is a customer with several activities (for example same fiscal data but different properties). Notice that I had to post a ...

Created 27 Feb 07:42

General Features

0 Open to voting
2 Vote

You need a reference in both sales and purchases to be able to search by analytics. Merged

When invoicing a customer who has different premises or building sites etc. I cannot search by reference or tags. It would be important to include this section when creating an invoice and when making a purchase so that it is also possible to sear...

Created 05 Feb 18:32

Sales Features

0 Open to voting
1 Vote

To be able to indicate a reference in ftras. Sale and purchase for analytical searching Merged

When creating an invoice, it should be possible to add an invoice in both sales and purchases, and then in the sales and purchases section, it should be possible to search analytically. Poder indicar una referencia en ftras. De venta y compra para...

Created 04 Feb 16:31

Sales Features

0 Open to voting
2 Vote

Open a reference field or tag in the sales invoices as it is not possible to sell to different branches as there is no search afterwards Merged

If we want to invoice different premises of the same client we cannot know or search for these premises by tags or references and we can only analyse all the client's sales without being able to separate which invoices we have made to their differ...

Created 03 Feb 06:59

Sales Features

0 Open to voting
3 Vote

Include a space in the header to indicate the order/delivery note/invoice reference Merged

Include a space in the header to indicate the order/delivery note/invoice reference This is necessary to be able to search for customer orders, as they usually indicate a reference shared between the customer and the company. --- INCLUIR UN ESPACI...

Created 10 Jan 11:48

Sales Features

0 Open to voting

Add the 'REFERENCE' field

Admin response

Add reference to the quote for quick search Merged

Reference number on Invoices Merged

Improvements to the invoice Merged

To be able to put references to distinguish delivery notes of the same client with different activities in the list. Merged

You need a reference in both sales and purchases to be able to search by analytics. Merged

To be able to indicate a reference in ftras. Sale and purchase for analytical searching Merged

Open a reference field or tag in the sales invoices as it is not possible to sell to different branches as there is no search afterwards Merged

Include a space in the header to indicate the order/delivery note/invoice reference Merged

Identify yourself with your email address

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