Proposal – Contract Updates
A new Contract has been added, as well as updates to the other Proposals & Contracts
A new Contract has been added, as well as updates to the other Proposals & Contracts
New updates in Sep 2021 include Created Date and Acct Manager columns on Opps/Job List, Fixes to Switch Catalogs, Added history events and more.
We have added a field to EQ called “Account Manager”. This is to capture the overall sales or account person for the Customer and Job.
We’ve added 2 new line item Contracts that do NOT show the Supplier or Product Code of the line items, but they only show the line item Descriptions.
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In honor of Halloween, we decided to dig into the archives and pull out some appropriate articles.
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