This column is not provided for sales orders, but it is for credit/debit notes. This is an important information on the sales order and should be included in the data columns visible when 'all orders' are accessed. We have multiple orders for the same customer and our sales rep use the PO order in all their correspondences with our customers. We have had to pay to have this added as a customization to our CRM so that they can easily reference or find the specific orders that they are looking for. It doesn't make sense that it's available for credit/debit notes and not for orders. This should be made part of the program.
by: Jan R. | over a year ago | Customer Mgment (CRM)
Comments
I 100% agree as we are in the same situation, I would alos think that the status should reflect if the order is complete also in this view.
I would have also thought that these screens/views should be customizable from within the CRM as are all other CRM lists/views etc
11 November 2021