It would be beneficial if revisions to documents within CRM/ERP be marked with revisions numbers. For example, if an OE customer quotation is modified, the revised quotation should appear with QT00000-Rev1, and so on if multiple revisions are made to the quotation. These revision numbers should appear on all documents with CRM and ERP.
by: MAGGIE D. | over a year ago | General Enhancements
Comments
I lost a prospect who required automatic multi-revision Purchase Orders, with history and username tracking.