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Sales Orders Configuration
Add “Default Project Task” Field
Display Fields:
Project
Default Project Task
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Sales Order Process
Salesforce Sales Quotes to Orders
...
It is possible they need to update the Salesforce quote order at this time.
Extra Parts or Supplies
Labor for the remaining work
3rd Party
Sometimes they will change the Salesforce quote and resend to customers.
If Quote is updated, then Salesforce Quote will update GoldFinch Sales Orders
Otherwise, someone manually updates GoldFinch Sales Orders
Sales Orders Configuration
Add “Default Project Task” Field
Display Fields:
Project
Default Project Task
...
Example Orders from Sales Quote for a Project
...