Sync sales orders requested delivery date with Teams Planner
Please please please allow sales orders requested delivery date or other dates to migrate to teams planner calendar in a new task. We use the calendar feature to plan our production schedule and view this as a weekly calendar. We can get a report from BC but not as friendly as the planner cale...
header on PDFs
Huh...I have to call our gold consultant to add a header to a sales quote
Consultant saying 1 hour to add a standard name address to a header in sales quotes
seems simple and so worng....they have to program this...huh
Better ease of use for correct headers on different repor...
Requested Delivery date or any of the time related delivery options
We have customers that request delivery dates for our manufactured product. Sales works with the customers delivery request and our teams realistic, reasonable date of completion and delivery.
The Customer may call and change that requested delivery date OR we may have a prod...