Ideas

Force upload of a document (quote) for orders over a certain value.

It would be useful to be able to restrict access to value reducing orders as we are finding that some users click on the stock field and select value reducing orders in error which then causes problems when POINing invoices especially if the price...

Add field 'Job Title' to agent contacts. Agent Manager > Select Agent > Add Contacts

Since we began using PSF 8 years ago we have had the 'budget enforce' function turned on. Up until this year it has worked fine, however, I have been told it no longer takes into consideration any commitments in the system and allows budget holder...

It would be very beneficial if in Agent Manager you were able to attach a document to an agent. For example you could attach contracts for a particular agent. Keeping everything in one place.Thanks.

You would then only need to enter the branch address and overall contact details once. Individual contact personnel names and contact details could then be inputted seperately. Currently you have to enter address details everytime you add an indiv...