My Stuff
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Re: Saved Search > Planned Work Orders
Thank you again! We were wondering if it's possible that when we click on the item we can see which transactions its sorcing this info from? For example if an item is showing that we have a dema…1 -
Re: Saved Search > Planned Work Orders
OMG!!! Thank you!!! This is going to be a huge help! I attached a screenshot to show you what I've got. Could you help me refine it with these request: Ability to add the item name to it? Option…1 -
Open Deposits at the end of the month
Hello, our accountant is asking for a report that shows what open Customer Deposits we had at the end of the month. We have a report that shows us what our current open Customer Deposits are but we c…2 -
Outside Services on P/Ns go from Raw > Grind > Paint, 3 vendors
Hello we have an aluminum machine base that we buy from a forge PN 200-430. When we receive this in off the PO Inventory and Pricing is gathered. Then we send this part out to a different vendor for …2 -
Only allow lead conversion
Hello, we are running into an issue where sales reps are quoting leads and those leads are turning into Prospects yet these prospects are really contacts under an existing customer. For example, some…2