Example communications

  • Inventory – Add a note if someone notices that there are not the correct quantity in stock in the warehouse. Assign to the warehouse manager to do a count.
  • Customer – Put an alert on the customer for their birthday so if you add a sales order for them it will pop the message.
  • Accounts Receivable – Add a message if the customer says they will have payment on a certain day. If assigned to a user they will be prompted to call on the correct day,
  • Quote – Add a follow-up reminder so the quote does not get forgotten.

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