Cross-company workflow release
In companies with a large number of entities we often find the same workflows are required in every entity.
There should be a way to select if ALL workflows are shared or company specific, and if company specific have the option to release to multiple companies at the same ti...
STATUS DETAILS
New
Add more Document Type attachments to include on printed documents
You can currently only append documents of type "simple note" to documents created through electronic reporting.
Many customers like to append terms and conditions on to some document types like quotations. It would be useful to be able to add attachments such as PDF's that au...
STATUS DETAILS
New