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
Jill10
3 years agoExperienced User
PET wrote: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 compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place.
'In tray for Sales?"
Danielle I agree, I have multiple docs scanned against customer cards, it would much more practical do be able to attach documents to the actual transaction invovled rather than all lumped against the card itself to have to sift through
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