updates:requests-quotes-we-have-added-new-functionalities
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updates:requests-quotes-we-have-added-new-functionalities [2020/06/05 07:17] bartek [Adding a new client] |
updates:requests-quotes-we-have-added-new-functionalities [2020/06/08 08:23] (current) rafal |
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| ==== Comments ==== | ==== Comments ==== | ||
| + | We have implemented a new option, that will be very helpful in communication between people of sales department. If one person leaves a comment, another person entering ' | ||
| + | It is now possible to view a new column **COMMENTS** in ' | ||
| - | ---- | + | {{: |
| - | ====Adding a new client==== | + | |
| - | [{{ : | + | In this column Leon will show all comments added in the quote' |
| - | It is now possible to **add a new client** (a company or a person) straight from **REQUESTS/ | + | {{: |
| - | When creating a new quote, click a **+** icon right next to the ' | ||
| - | {{: | ||
| - | Leon will show slightly different windows if a new client is a **company** and a different one if a new client is a **person** (see screenshot on the right). | ||
| - | Once a new client has been added it will be stored in Leon for future usage and its profile is also created in the [[leon: | + | ---- |
| - | {{: | ||
| - | ---- | ||
| ====Changes in modifying schedule==== | ====Changes in modifying schedule==== | ||
updates/requests-quotes-we-have-added-new-functionalities.1591341460.txt.gz · Last modified: 2020/06/05 07:17 by bartek