(Odoo v. 14, Enterprise)
We issue numerous quotations for the same client, on a frequent basis. Quite often we want to refer back to Quotations/Sales Orders. When I look at Sales Orders, however, the information might look something like this:
Number, Order Date, Customer, Salesperson, Next Activity, Company, Total, Invoice Status
S00076, 11/02/2021, Company ABC, ....
S00075, 11/02/2021, Company ABC, ...
S00074, 11/02/2021, Company ABC, ... (and so on)
I know that there are the three periods where you can add/delete displayed fields but what I'm trying to do is to have at least a project name or other short description in a field that can be displayed so that I can distinguish one quotation from another, without having to open them up one-by-one. So far, the Tags field seems to be my only option. If I could see, say, the Customer Reference field it would be much more helpful.
Has anyone come up with a simple solution for this (I can't believe that I'm the only one that finds this less than optimal)? I'd prefer not to have to get into customization.
Happy Holidays.