Display Related Documents within Mailbox Column View

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  • Updated 4 years ago
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Is it possible to add a column to the INBOX folder page to display the purchase order number (so you do not have to go to RELATED DOCUMENTS to view it)? Since I only have one account that I work with, their name can be abbreviated if necessary.
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Denise

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Posted 5 years ago

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Stephanie Conley, Alum

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Hi Denise!

Thanks for the post! Unfortunately, adding columns to your WebForms account is not a capability of this product at this time. However, the ID column in your inbox is actually the column that displays Purchase Order numbers. Below I have included a snap shot of WebForms where you can find this.


Please let me know if you have any other questions! Have a great day!
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Paul, Alum

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Hi Denise,

I like your idea of being able to modify columns within your WebForms account.  I can see where that would be very helpful.  I will pass this along to our WebForms product management team for further review.  Thanks for posting your idea!
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James Stauffer, Senior Software Engineer

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What columns would you like to add? From Preferences you can hide columns that aren't useful to you.
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Catherine Williams

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This reply was created from a merged topic originally titled
Add PO to Draft columns.


It would be really helpful to have "PO" as a field in the Draft Folder so I can tell what PO it is without opening it. I'm having to use the labels field and I've got a really long list of labels now (even tho I delete them when the PO is complete).
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Paul, Alum

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Hi Catherine,

Thank you for your idea!  I've merged this with an existing post about modifying the columns.  I will also pass this post along to our project management team.  I can absolutely understand where being able to see the order each document is related to would be helpful.
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Lisa Sacquitne, Product Manager

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Thank you for sharing this idea!  I can definitely see how it would be valuable to be able to reconcile related documents without having to click into each document and I can also see how using the label column for each individual PO would end up cluttering your label list history.

I'd be very interested to get any customer's input on the below questions!

Would you want to be able to see all documents related to the PO from the Inbox?
or Would showing the source document ID (PO# if off of the PO or in some cases the ASN# if an invoice off of an ASN) in the Drafts/Sent mailboxes meet your needs?
What would your workflow look like if this option was made available? 
How would it help you in your day-to-day document processing in WebForms?

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