Flourish
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Easier form selection on Sale Window
Hi For a business that uses several invoice templates and each depends on the type of work being done eg different items - it would be great to not have so many key stroke to change the invoice template. For example at present this particular company has : And each time there is a new client the invoice/quote is chosen depending on what is required, It is very time consuming to not be able to easliy access the range of templates quickly. We have to save the quote/invoice then go to Sales ->Print Email / Invoices ->Choose "To be Printed/To Be emailed-> click ok to Answer"OK" to question (You will lose any changes to the Emails not in the filtered list.Do you want to continue?)->Go into "Advanced Filters"->click ok to Answer"OK" to question (You will lose any changes to the Emails not in the filtered list.Do you want to continue?)->Drop down "Select Form for Sale"->USE->OK Then when an Invoice or Quote is being saved to pdf on external drive or folder the default is aways the "INV" prefix even if it is a quote. Would be great if depending on the form used the automatic prefix is "INV or QUO" depending on the form. Suggestion: When entering new Sales have a drop down to chose all templates on the right of the screen and that remains the default for that quote or invoice It would certainly save alot of time. Regards Sharron **Edited by Steven_Mto give it a more updated title.6.6KViews1like2Comments