When creating a Sales Quotation against the Cash Customer on IQ. We have to duplicate the Contact information 3 times
1) Sales Quotation – Enter the Cash Customer with the Contact details
2) Sales Quotation Contact – Enter the same contact details
3) Sales Quotation Delivery contact – enter the same contact details again
This is very inefficient and duplication of information and on average can take over 10 minutes just to add this same contact information 3 times on a Cash Customer Sales Quotation
Would it be possible to have an option to replicate the dataset i.e. Enter the Cash Customer details and the contact first. Then for the Contact against the Sales Quotation have an option (tick Box) “Same as Cash Customer” and again the same for entering the Delivery Contact (tick Box) “Same as Cash Customer”
Surely there has to be a memory hold or copy function / tick box to replicate the contact details and hence enter once and copy to the other contact section of the Sales Quotation