There are businesses that Boru works with that process a lot of orders (could be invoices or sales orders), and they need efficient ways to interact with those orders. We have created a vtiger summary view widget that displays orders that have already been completed, along with important information such as the order name, the order date, and the total $$. This widget will work with the Contact or Organization summary view but could work on other modules as needed.
In addition, if any of the orders have any documents attached, you will be able to see a convenient preview of all of the documents right from the summary view with out having to drill into each of the orders.
Perhaps best of all, after previewing the attached documents, you can clone the order of your choice with one click — again with out leaving the summary view.
Contact us you are interested in learning more.
