The Job related Questions & Answers system is now available on:
- Sales Orders
- Products
- Suppliers
- Clients/Prospects
In each case, you can either create these sets of Questions under the respective database files (eg. Linked to a Product Masterfile record), or under the “Getting Started” Menu.
The idea behind this to have these questions copy across to a Sales Order (Quotation) in order that you can then input the relevant answers to those questions.
When you enter an answer, you will also be asked for a –
- Follow Up Date, and
- Employee (lookup) responsible.
The system will then update a central Follow Up Dairy of these “events”, with a menu link back into the source Sales Order/Quotation (or, Client, Product, Supplier, or Job).

Other Questions and Answers

Example: Client related question Setup



