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THIS IS THE CRM STAGING ENVIRONMENT
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New Task
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Assigned To
Ann Marie
Bev Leibold
Chris Rice
CRM Test
CRM Manager
CRM Project
Deanna Spreng
Jerri Barnes
Jennifer Showers
Kate Gambrel
Kelly Lachman
Lew English
Lisa Oxenrider
manager
Megan Barnes
Melissa Crawford
Renea Canipe
Rachel Picciano
Samantha Hall
Travis Bostian
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Quote Status All P M
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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
