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Add the 'REFERENCE' field to each sales document to filter/search/print

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


I want to have a field named reference in each sales document that can be used for external order number or clustering documents by e.g. project number. This field should be usable to filter in the list of documents search or to print it on the PDF.


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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
  • Planned
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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  • Guest commented
    04 Sep 16:09

    Avec la version précédente nous pouvions mettre un libellé au devis ou à la facture. Cela facilitait grandement les recherches lorsqu'on propose différentes prestations à un même client.

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  • Guest commented
    27 May 13:36

    This gfeature is really missing for two reasons. First, it is easy for customer to identify a projetc when price are always the same for a general service. Second, it would be awesome to see this reference in a column where invoice and quotations are listed. It would be easier to identify it when working on several identic prices.

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