I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all complian...
Sales: In Tray - attach documents
DanielleGW
3 years agoExperienced User
When will this happen?
It's fine to say attach to the customer card, but when we have multiple sales for one customer, we need to attach POD to the individual sales.
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