Need Item Custom Field Visible only to internal staff
How can we display custom fields to internal staff only in zoho inventory dashboard for sales orders / invoices?
I have added a custom field to our "Items" objects, and while it is present during the estimate/invoice/sales order creation stage, it does NOT show up in Books/Inventory views. This is a problem because our order fulfillment team needs these notes to process the order correctly on a per item basis.
CRM/Books View during creation:
Zoho Inventory Sales Order View:
I can NOT enable the "show on all pdf" option which would make it display in the books/inventory dashboards in "PDF View" but this would expose the information to the customer when they were sent a copy of the estimate/invoice/sales order which we do not want.
Why are custom fields not displayed on the internal view of Zoho Inventory?
Topic Participants
brian.k
Madhan Gopal
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