CRM & Orders Updates
Filter Options for Customer Order Record
In the CRM customer record, distributors now have the ability to use the Filter tab to narrow the visible orders.
The available filters are:
- Date (Order/In-Hands)
- Contact (All/Billing/Shipping/Acknowledgement)
- Product Categories
- Sales Rep
Enhancement to Order Task Notes Display
When creating or editing an order in ESP Orders, users can click on the Tasks icon to open a side panel to display all relevant tasks for this order.
Previously, the notes for a task would be displayed in a separate pop-up window. Now, notes can be expanded within the side panel itself. This enhancement enables task notes to be visible alongside the order information.