Actions
Customization #35
openCustomer / Prospect - But not both
Start date:
07/22/2025
Due date:
07/25/2025 (about 4 months late)
% Done:
100%
Estimated time:
2:00 h
Requested by:
RVKS
Module Name:
Third Party
Screen / Tab Name:
Third Party
Description
The system currently allows selection of both 'Customer' and 'Prospect' simultaneously. At any point, a party should be classified as either a Customer or a Prospect—not both.
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Actions