new

improved

Order Manager

Proposals

Display Company Name through the Platform

Company Name will now be visible through Proposals and Orders when applicable. This update will include:
Proposal Detail View
  • Company Name is added to the Proposal Card below Customer Name
  • User can search by Company Name
Screen Shot 2023-03-30 at 9
Order List View
  • If company is associated with the contact, we will display the Company Name and the Customer Name
  • If company is
    not
    associated with the contact, we will display the Customer Name and Email.
  • User can search by Company Name
Screen Shot 2023-03-27 at 9