Feature Requests

Example: customer does not go through with proposal for a year, 1 year later they call and say, "Hey, remember that thing you quoted for me a year ago, we would like to revisit that now" I go to their customer name in portal, and it shows, no proposals found. Archived and completed proposals disappear from the customer file. This would be VERY useful info to attach to the customer so it can be pulled up at a later date. But currently i have to go manually dig for the proposal.

Add ability to remove terminated employees from sales person from filter in Proposals tab, even if there are completed or archived proposals attached to them. We don't need 10 previous employees clogging up the filter options.