Reporting - Add a Quote Title column to the Outstanding Quotes Summary
Quote Titles should show up in the reporting so that clients can see which projects they are looking at. This is much different than a reference which is typically a job or project number that the client needs reference to.
9
votes
Jon Dues
shared this idea
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Niki Abel
commented
Agreed - for us the reference field is required for client PO but we need the functionality to see the project name in the summary report.