Name of Feature/Request: Add Sales Receipts as a Widget on Customer Dashboard
What financial, time savings, or quality of life improvements will occur from this: Frequency: Multiple times a week. | Patrick wants it on the Customer Dashboard for better visibility/preference. His team users it to see Customers’ past purchases.
“It gives us a sense for the customer’s past transactions and keeps our employees from double entry of sales receipts. Similar to tasks or sales orders, sales receipts are Importsant information in understanding the customer’s needs.”
Attempted Solutions So Far: Referring to the Sales Receipt list under Transactions. Users can use the search filters.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Users are navigating to the Sales Receipt List under Transactions.
StrivenID: 3388580