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September 28, 2023 release notes


Operations Portal

Update, filter, and sort customer files by extra field

The Kodaris platform has built-in five additional fields, labeled as "Extra" followed by a 1, 2, 3, 4 or 5, that can store any data you like in them and can be used for configuration or other purposes. As an employee, you can now edit, view, sort and filter customer files by the Extra 1 field on the System > Customer Files screen. Customer files are available on many entities in your Operations Portal including orders, quotes, products, etc.

To view the extra field, navigate to the System section of the platform and select Customer Files. Using the Show/Hide Columns icon, choose the Extra 1 field from the menu.


View customer files by entity

As mentioned in the highlight above, customer files are available on many different entities in your Kodaris system. They are files that your customers and/or public users can access and view when browsing products, viewing order history, etc.

In this release, we've made a second update to display the entity a customer file is attached to on the System > Customer Files screen. You can use this to easily check which entity a customer file is attached to.