• Mark as Won / Lost buttons on Product Quote screen

    Adding the "Mark as Won" & "Mark as Lost" buttons to the product quote screen would forever more eliminate careless users not seeing the popup warning about converting all available quotes and would make it easier to only ever convert the correct quote…
  • Quotations marked as Sales Orders before being won.

    We noticed today that our quotations have started showing as sales orders (ORD) automatically on the quotations screen and not staying as quotes (QTE). This is before they are marked as won. They are still showing as quotes (QTE) on the sales order…