EXPEDIENT SOFTWARE

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Release 10/05/17 – Customer Sales Profile – Start Trading Date

This release provides an update to the Management > Sales Activity > Customer Sales Profile screen

You now have the ability to add an Estimated Close Date as well as a Start Trading Date.

Users will need security to be given rights to update the Start Trading Date.

These dates are also included in the browse screen for reporting purposes.

By default, the start trading date will populate the date of the first invoice to the customer. 

Updated: June 30, 2017 — 6:56 am
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