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• And more!
Check out this thread to learn more!
last transaction on dashboard
I am trying to find a way to put the last 5 transactions (estimates and invoices) to show up on the customer dashboard showing a specific field. I am assuming it would be a saved search that I can to but I can't make it work.
Specifics:
our tech goes to a customer house and types in a custom field, "Recommendations" or "Memo" in either the estimate or invoice. This will show what the tech recommended for the customer to do to repair. I want the tech to be able to go to the customer dashboard and it will show the last 5 transactions with recommendations notes. Any idea how can I make this happen?
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