EXPEDIENT SOFTWARE

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Release 06/07/2016 – Order Tracking – Responsible Party and Follow up Date

This release provides two new fields in the Order input screen, Responsible Party and Follow up Date

Responsible Party

This field is used to identify the person responsible for communication with the client regarding the Order.  This field will default to the user who added the order. The user can be updated.  This field may be mandatory at your site.

Follow Up Date

This field can be used to store the date that follow up is required for the Order.  This field is optional and left blank when a new order is added.  Use the Browse to search for Follow up Dates or create ad hoc reports listing Orders that are due to be followed up.

Updated: July 4, 2016 — 2:25 am
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