JobBOSS | Ideas

Make sure all data fields are included in exports

Make sure all data items, including custom fields, are included in exports. That way custom reports are SO much easier.

Want to use a custom field to designate if a vendor PO has been acknowledged. I can then follow-up quickly on all unacknowledged orders to avoid things falling through the cracks.

  • Janet Davis
  • Mar 18 2021
  • Future Consideration
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  • Paul Saini commented
    July 11, 2022 14:41

    We do just that using the Custom field on a PO and created a report that will show all PO's that are not "Y" confirmed auto deliver report using KnowledgeSync to Purchasing and Reception along with vendor "Inside Sales" red name and phone to follow-up.

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  • Julie Mercer commented
    April 08, 2022 20:56

    I would add to this to have all of the sub-reports export when exporting to CSV.

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