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Sage BusinessWorks Ideas Portal
Status We're Taking A Look At This
Created by Guest
Created on Aug 6, 2024

Sales Rep prompt when invoicing

We would like an automatic prompt when invoicing a customer to remind our sales staff to put in the sales rep name. They forget to go to the header screen if they don't need to add a PO. If it could be on the main customer screen, or prompt them before they can process an invoice that would be very beneficial for us.

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