Features of SalesHQ from ISC Software: View transactions

Ian GrieveDyn365GP4 years ago8 Views

SalesHQ PortalThis post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

SalesHQ allows customers and salespeople to see receivables transactions; the salesperson will always see all transactions but the customer will only see invoices, unless the Show Customer Full Transactions checkbox in SalesHQ Company Setup is marked.

The…

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Features of SalesHQ from ISC Software: View transactions

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows customers and salespeople to see receivable‎…

Blog Syndicated with Ian Grieve’s Permission

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