Dominic Mickelson
Activity overview
Latest activity by Dominic Mickelson-
Dominic Mickelson created a post, Customer Type - Changes in Quote, Orders and Bids
Would like the option to change all Quotes and Orders when changing the customer type on a customer record. As we have made more meaningful customer types to evaluate our sales reports we have foun...
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Dominic Mickelson created a post, Add Customer Credit Limit to Customer A/R Information Screen
It would be nice to have the customer credit limit appear on the Customer A/R Information Screen in order entry. Screen accessed from Order Entry Due button on top tool bar. Rough example below:
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Dominic Mickelson commented, We have this same issue on multiple installers that always work together. We only schedule the main installer of the crew, but they split their pay for insurance reasons and tax reasons. We have ...