i have a list of 16 groups, each group is a stage of our process for example:
- Need to send invoice
- Waiting for payment
- need to send reciept
- ready to do
A bit like that but 16 steps of our process. Each group has customers in it with all of their information set out in columns. we can have anywhere between 80-100 customers on the board at any one time.
The customer can then easily be moved into its group depending on where they are in the process and its a nice way of quickly seeing where each customer is at in the process.
One of the columns is the customer invoice number.
Ideally, when we get a new customer we could do with knowing which invoice number we are up to. So if the last invoice number was 100, we know a new customer’s invoice number will be 101.
But when we click ‘sort’ via the ‘invoice number’ column it will keep the customers within their group and as a result the highest “overall” number isn’t shown at the top, but rather each group is sorted individually. so we still don’t really have a clear way of know what the highest invoice number currently is.
Either being able to filter the information somehow (can’t filter just a whole column) or if the sort button had an option to “break” the groups and sort all customers.
Maybe someone has an easier way or better idea to easily find the highest number in a column which is spread across multiple groups?