I was thinking if we can have a view screen for customers, suppliers and employees which we can be used by view only users view object properties that are not visible in columns. Additionally, we can attach such things as supply/employment agreements, customer/supplier statements, supplier price li…

In the latest version (21.1.36) it is now possible to view customers and suppliers which allows attaching documents.

this was already suggested almost three years back but like many suggestions never saw the light. [image] View for Customers/Suppliers why is it not possible to add a View button for Customers and Suppliers? i understand that the same is not available for Inventory Item…

View for Customers/Suppliers it is necessary for a business to view the details of their Customers and Suppliers. (just to check their address, maybe the name of the contact person, the contact number, the business identifier, etc.) Can’t this now be achieved by a Custom Report. I realise thi…

i do not think generating a report every time to view a customer detail would be a solution. it is not necessary that a business is always looking for the accounting data. there are simply other things in day-to-day activities where an office staff would require the tax identifier/email/contact/addr…

[image] sharpdrivetek: i really do not understand why Manager would be designed in a way that an user would input all the necessary details of a customer/supplier just so that the software alone decides when and what data appears where it needs. why cannot the user view what he has saved for his…

[image] Brucanna: when you “create” a Supplier / Customer, why can’t you also see it in an Edit or View mode. Because View applies only to transactions and invokes a theme. The theme, in turn, displays information that is not part of a specific transaction record, but related to the business …

[image] Tut: Because View applies only to transactions and invokes a theme. so what about Folders or Emails in Manager? there is no need for fancy presentation but just the need to view what data has been saved for the reference of the user. if details of customers/suppliers were required on…

[image] sharpdrivetek: so what about Folders or Emails in Manager? What about them? Notice that a folder in View mode is presented by a theme. But there is no usable information that was not visible in Edit mode. The only reason for View in the Folders tab is because attachments can be made o…

[image] Tut: The point of custom fields for customers/suppliers is to allow users to add information that is not required for processing transactions. Users want to store all sorts of information the program does not use, and custom fields are the way to do it. this is the only point I have b…

[image] Tut: It seems the question really being asked goes more to fine-grained user permissions. @Ealfardan apparently wants users to be able to see all customer/supplier data without being able to edit it. Yes that is true, but running a report everytime is not very efficient. Also, to get …

View mode + Attachment for customers, suppliers and employees

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sharpdrivetek April 11, 2020, 1:18pm 2

this was already suggested almost three years back but like many suggestions never saw the light.

Topic		Replies	Views
View for Customers/Suppliers Uncategorized	10	1839	January 22, 2021
Implement View Mode functionality everywhere Feature Uncategorized	0	464	January 24, 2021
View mode + Attachments for Inventory, Non Inventory & Reports ideas	8	899	April 15, 2021
The "View" Button Uncategorized	8	939	February 2, 2017
Attachments: View vs Edit Uncategorized	5	322	February 3, 2021

View mode + Attachment for customers, suppliers and employees

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