It would help if there was some way to make quotes inactive without having to delete the information they contain. If a customer never accepts a quote - we don't need them to stay active in the system and be continually called up in reports - what we do need however is for the quote itself to remain there for reference purposes.
For example if I enter a quote for a customer in Jan and they don't take up the offer then - I want to be able to make it as an inactive quote - with all the pricing and product details it was created with. When we then contact the customer in July - I want my sales people to have access to this historical info.
Any chance of this being a feature please?
Thanks
Joe Trimboli
Again MYOB, I ask that you allow us the option to send e'mails directly to an SMTP server. Firstly, it would support the standard convention of allowing us to enter two e'mail addresses, separated by a comma or colon character and imediately resolve a number of the above requests.
It would also allow me to e'mail anything from MYOB as I am unable to run Outlook and therefore I cannot e'mail *anything* from MYOB.
Alan
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