Training Video: V1031-SO Viewer - Saved Viewers in Sales Order and OrderPad
Subject SO Viewer - Saved Viewers in Sales Order and OrderPad Available with Release v547
Primary Category System Overview and General Agility Functions Duration 00:01:03
Subcategory Viewer Functions View
Segment Description Wow - it sure is difficult to see all the open orders for a customer and have a conversation with them about it. Or is it? Or what about the orders that they had invoiced in the past few months? Or finding an order that was sent to a specific job site address so you can see the color of roofing or siding used at the job site? Without a sales order viewer this would all be tough to do. But with the Saved Viewer feature in Sales Orders and Quotes - these are all easy tasks for your sales agents.
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Related Document File Saved Viewers SO Entry.mp4 (1592.87 KB)
Related Document Description

 

Instructions:To play the video, select the 'View' button. To download the video, right-click the 'View' button and select 'Save Link As'. To copy the web address of the video, right-click the 'View' button and select 'Copy Link Location'.