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Custom Report>Open Orders by Customer and current stage

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  • Custom Report>Open Orders by Customer and current stage

    Love to be able to see visually on the dashboard or in reports (with clickable fields to go to order) all open orders, including recently shipped (ie within last x days) -I don't handle the orders usually but noticed recent problems with multiple people handling orders that sometimes a few fall through the cracks. Being a visual guy I was thinking some sort of report like so

    mivaidea33.jpg

  • #2
    Re: Custom Report>Open Orders by Customer and current stage

    you can see that with the filters in Manage Orders
    Thanks,

    Rick Wilson
    President
    Miva, Inc.
    rwilson@miva.com
    http://www.miva.com

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    • #3
      Re: Custom Report>Open Orders by Customer and current stage

      Thank you. I guess they can run reports. I was thinking of more of an 'at a glance' feature like the dashboards some apps use.

      For example we use ApplicantStack for our job board. They actually have a series of stages, and you can create additional ones, and you can tell at a glance at the dashboard what candidates/customers are at what stage.

      Not sure if I made my point clearly but was only a suggestion after all. :) Thanks.

      Last edited by habreu; 04-06-12, 04:56 PM.

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      • #4
        Re: Custom Report>Open Orders by Customer and current stage

        Thanks for the follow up, that is a good idea.
        Thanks,

        Rick Wilson
        President
        Miva, Inc.
        rwilson@miva.com
        http://www.miva.com

        Comment

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