DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Phonebook for Suppliers


#1

Hello,

Is it possible to add a phonebook that we can group them also.

For example I will add a supplier who sells zipper. So I will add them under zipper suppliers?

So that when I choose suppliers/zippers I will see all the zipper suppliers.

Thanks,


#2

You cannot group suppliers. But you could add a custom field for categories. A dropdown list would be best. Then, you can sort or search the Suppliers list.


#3

Ok I have did that great, thank you,

but now is it possible when I click that custom field name, can I see all of that field names together?

Or maybe can I sort these categories by name?


#4

No

You can only sort by one criterion at a time. Read the Guide: https://www.manager.io/guides/16488.


#5

Ok did it, thank you,


#6

Maybe a Custom Report will provide what you need. (to list only one Supplier Type enter that Supplier Type into the filter)
Example:

Output looks like this:
image