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
Restricting access to Sales accounts for specific users
The ability to assign specific sales accounts to SOPs and Salesmen would give us better control of our data and streamline the data for both those roles so they only see the accounts relevant to them
Yasmin Davies
over 2 years ago
in User Permissions
1
Idea Accepted - Gauging Support
Amend Order Status/Sop User Permissions off hold button to be greyed out:
If a user has not got permission in sop user permissions to override an order on entry when its on hold then they shouldnt be able to override at any other various stages. We require the flexibility to either have the on hold, off hold and cancel ...
Guest
over 10 years ago
in User Permissions
0
Idea Accepted - Gauging Support
