Nouveautés

Make client number mandatory to transfer to Reynolds and Reynolds!

No customer number, not quote.

A manager who prefers that all new customers are pre-entered in your R&R Contact Management first may require that all customers are initially assigned a client number to be able to calculate a quote for them. This feature can be activated by a manager in "Management", "Sales Rep. Inscription" under "Other Parameters". Note that this parameter is activated for each sales rep individually.

PS For this setting to work, you must require the sales rep to enter the client name in the calculation parameter.