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THIS IS THE CRM STAGING ENVIRONMENT

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New Task

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Assigned To

Due Date

Order No.

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All Open Orders

Order #	Account Name	Project	Sales Rep	Customer PO	Approx Ship Date	Fabric Required Date	Order Total	Missing Fabric
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AppStack Template Examples

© 2026 - Kellex Seating

Setup

Click each link below to install the needed fields...

Expose a view to the Service Layer - view names must end with B1SLQuery
DONE
Add Delivery Driver Field on User Table
DONE
Add Delivery Staging Crew Field on User Table
DONE
Add Delivery Driver Field On Marketing Documents
DONE
Add User Query for the Delivery Driver Field Picker

After creating the query, assign the formatted search picker.

DONE
Add Delivery Order Field on Marketing Document Header
DONE
Add Delivery Staged Field on Marketing Documents
DONE
Add Delivery Show Pricing Field to BP Addresses
DONE
Add Qty Delivered Field to Marketing Document Rows
DONE
Add Delivered Field to Marketing Document
DONE
Add Driver Delivery App Summary Report Query
DONE
Add Driver Delivery App Detail Report Query
DONE
Add Driver BP Show Pricing Report Query
DONE

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