Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Jan 10, 2025

More prominant indicator on quotes/ companies for Sales Ledger closed / onstop / doesn't exist

It would be useful if there was a banner at the top of records (quotes/opportunities/companies) if the sales ledger doesn't exist / is closed / on stop for customers. So that proactive action could be made before realising an issue exists when trying to confirm a quote. We have added these fields to the quote / companies layout but a little Yes/No does not attract the attention of a user

  • Attach files