Access Deal Forms on new or Undesked cusotmers
gathering votes
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JOHN NESSELHAUF
It would be very beneficial to have a frequently used forms tab available somewhere on the customer dashboard, on customers that have not had a desked deal. Or even a new customer that we are waiting to print a delivery prep request form for example.
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Jacob Coleman
gathering votes
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Jacob Coleman
HI JOHN, thanks for the feature request! We'll continue to monitor this for feedback, and you'll receive any updates automatically.