Comments
Also missing is a Job order confirmation report, to be printed when the job reaches 'open' status.
And with that, a 'send job confirmation' button (similar to 'send job quote').
It is also very illogical and inconsequent that this 'send quote' option will only work if for the customer a document layout has been set up for the job report: why is there no 'Job report selection' (similar to Sales report selection) to set up the correct report ID, and then by default select the email address from the customer card or contact card, and have the customer document layout be there for the exceptions?
Category: Project Management
Also the 'Send Job Quote' hasn't worked for many versions
Category: Project Management
One report that is definitely missing is Resource usage by Project.
Category: Project Management