This release provides an update to various fields in the Sales Profile and Visits screen so that more details are mandatory to save the screens.
In the Management Reports>Sales Activities>Customer Sales Profile the following fields are now required to create a new Sales Profile or when updating an existing Sales Profile
- Sales Category
- Company Profile
- Sales Lead Source
The Sales Visit screen, available from the Sales Profile screen, New Visit toolbar button, has been updated to make the following fields mandatory when saving the Visit details
- Visit Type
- Whom Visiting
- Subject
- Sales Person 1
This screen will now automatically open ready to add the details of a new Sales visit.