One-Click - Customer Record - Proposal Table - Access to Financial Summary and Material List
In Version 18.7, we've made access to the Financial Summary and Material List easier by adding it to the Customer Record' Equipment Proposal Table. This idea was made possible in the One-Click Challenge.
Implemented Options:
- Financial Summary
- View Material Order List
- Print Material Order List
Screenshots
Equipment Proposal Table
New Options
Financial Summary
Material List
Notes:
- Your account must support ESM to take advantage of this feature. If you are interested in signing up for ESM, please contact your Account Manager.
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