Hello,
We are starting to get numerous contracts in place with a whole range of different customers. At the moment we are storing the contract notes in the 'card details' tab in each customers name. This could be special freight rates or important instructions about their goods.
We were wondering if this could be a pop up window- (much like the credit limit window), so that before you record an invoice/order, you have to confirm these notes. This way we are consistant for our clients and we dont have to remeber each particular contract.
Please vote if you think this would be helpful for you!! Thanks :)
- Mags9 years agoTrusted Cover User
We are also following the same processes as yourself and it is time consuming to look up the information and staff have to remember to check! A special pop up window sounds great for those scenarios and would save so much time.
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