Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

ADD A NEW IDEA

Search results: Sales Documents

Showing 3 of 10

When an attachment is added to a Job/Quote/Order the icon should change to let you know there is an attachment

When an attachment is added to an Job/Quote/Order the attachment icon (paperclip) could turn red (like the notes icon does after you add a note), or a similar change could happen to let a user know an attachment exists. *Request from user on July ...
Justin Higdon about 5 years ago in Sales Documents 0 Future consideration

Display only active orders

When using the orders form, after entering the customer code, pressing tab causes an old/inactive order to be displayed/opened. If there are current/active orders available for the customer to display, only active orders should be displayed.
Guest about 8 years ago in Sales Documents 5 Future consideration

Change automatic behavior of JOBS program Job Stage: Won/Loss

From our Sales Users in Apex 6: Job Sales Stage works fine when going from Pending to Quoted. The problem is when Won and Loss stages automatically change. There are too many variables to determine Won/ Loss stages automatically. For Example, if w...
Justin Higdon almost 5 years ago in Sales Documents 0 Reviewing