Archived/Completed proposals listed under customer in people tab
N
Nate at Ideal Sound and Vision
Example: customer does not go through with proposal for a year, 1 year later they call and say,
"Hey, remember that thing you quoted for me a year ago, we would like to revisit that now"
I go to their customer name in portal, and it shows, no proposals found.
Archived and completed proposals disappear from the customer file. This would be VERY useful info to attach to the customer so it can be pulled up at a later date. But currently i have to go manually dig for the proposal.
Justin James
We are working on this now and it should be live in the next few weeks.