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Level 1

Can you customize the customer history pane that shows on the left side of sales orders? Meaning, customer the info you would like to see that is not already there?

 
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Best answer December 04, 2019

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QuickBooks Team

Can you customize the customer history pane that shows on the left side of sales orders? Meaning, customer the info you would like to see that is not already there?

Good day, 

 

Do you mean the information that you can see on the right side? For now, we're unable to add any other fields in that section of the Sales Order. 

 

Although, you can click the Pencil icon beside Notes and add some details to the Sales Order. We'll send this as a feature request to our product engineers for further review.

 

Don't hesitate to let me know if you have follow-up questions. 

View solution in original post

4 Comments
QuickBooks Team

Can you customize the customer history pane that shows on the left side of sales orders? Meaning, customer the info you would like to see that is not already there?

Good day, 

 

Do you mean the information that you can see on the right side? For now, we're unable to add any other fields in that section of the Sales Order. 

 

Although, you can click the Pencil icon beside Notes and add some details to the Sales Order. We'll send this as a feature request to our product engineers for further review.

 

Don't hesitate to let me know if you have follow-up questions. 

View solution in original post

Level 1

Can you customize the customer history pane that shows on the left side of sales orders? Meaning, customer the info you would like to see that is not already there?

Thanks for the info. Yes, that was what I was referring to. Maybe pass it a long. At my company it would be nice to be able to customize with the most important info needed at a quick glance. For example average day pay. Or any customizable field. Thanks for the quick response.

Level 1

Can you customize the customer history pane that shows on the left side of sales orders? Meaning, customer the info you would like to see that is not already there?

Yes this is what I meant. Some info to perhaps pass on: It would be nice to be able to customize this to be what you would like to see. For example average day pay. Thanks.

Moderator

Can you customize the customer history pane that shows on the left side of sales orders? Meaning, customer the info you would like to see that is not already there?

Thank you for the suggestion, ashley28.

 

I'll be sure to send this feedback to our product developers. Being able to edit or add more information to customize the sales order is a great idea.

 

If you have other suggestions to add, you can always reply on this thread. I'll pass it along so they can review it.

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