ESM App - How do I delete proposals?
The 2 things that technicians cannot delete from the P3 and ESM app are invoices and proposals.
To delete a proposal inside the Equipment Sales Module:
- Sync the proposal to the server.
- Have an admin delete the proposal.
Next time you sync that customer record, it will remove the proposal from the ESM.
Comments
0 comments
Please sign in to leave a comment.