On August 11, 2020 at 20:45, Joec said...
Mr Brad. Are you using the Cloud based D-tools also, or strictly the SI version? Looks like The cloud based includes CRM while SI does not? Cloud syncs with QB online while SI only QB desktop.
We strictly use the SI version. When I last looked, the cloud version was more limited and we have already been using the desktop (VPN for remote use) for three plus years. Yes, the cloud version of QB could make it difficult.
We are moving towards SI POs, so we can keep the sales people out of QB. We are also only pushing projects to QB once they have been accepted by the customer. The customer Portal is great. It forces a signature for approval. And we can see when the proposal has been viewed.