Dave_3032
Level 2

Sales & Customers

This is so fundamental for work flows - as it enables one to create a base Sales Order with an assigned Job Number - which could / should enable one to create multiple Estimates (based on the same job number).  In this way, one could actually run a Sales Forecast -- which is also FUNDAMENTAL.  While you're at it, please update your very funky email solution.  We are looking at getting rid of QBO and moving up the ladder to a tool that can work for us.