This week we’ve launched a new system development that we know will be welcomed by many!
You can now save documents at the Opportunity level, using a new Document grid. The grid appears on the Opportunity page and has the same functionality as the Documents table on Accounts and Cases.
Now, when you create a Quotation, the Quotation document will be saved automatically to the Opportunity Documents grid. You can also add in any other relevant documents and store them at Opportunity level. This means you can create a complete record for each Opportunity, adding in quotes, plans, contracts etc. making everything easy to store and find.
“I’m really pleased to see this new development released” added Really Simple Systems Sales Manager, Lisa Kilmister. “It’s important that customers can file their quotes and documents against each opportunity and not just to the Account. This change will help them manage their sales and customers more effectively and make it quick and easy to find the information they need.”
For those customers where this feature is not relevant, it is possible to hide the additional grid using the “Manage Grids” button at the top of the Opportunity page.