Quotations don't save to the server yet all other sales documentation does save automatically.
It seems really strange and inconsistent that all documents which are produced in SOP, except quotations save automatically when printed/emailed. Please could quotations also save automatically too?
John Wilkins
over 2 years ago
in Document Storage
0
Idea Accepted - Gauging Support
Create Alert when Customer has exceeded their credit limit
Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
Kate Hutchinson
almost 7 years ago
in Notifications
0
Idea Accepted - Gauging Support
Pop-Up Messages to show Credit Review Dates for Customers
It is possible to add Credit Review dates on Sales Ledger Accounts under the Credit tab. Although it is possible to add these datesagainst the accounts, you have to go into each individual account to check the dates entered. This information does ...
Guest
over 9 years ago
in Notifications
0
Idea Accepted - Gauging Support
