MintSoft Ideas Portal
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Current Problem
Hi, it would be beneficial to be able to update the default spreadsheet type for uploading new orders per client. As it can become quite tedious having to manually select the correct spreadsheet type from the dropdown list. It will also help stop people selecting the wrong spreadsheet type when uploading new orders. |
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| Idea to resolve Problem | Add in functionality to update the default spreadsheet type for new orders |
You can just set your own up using the custom spreadsheet section. I do this for each of our clients (take 63 seconds!) and name it the same as the client account so it's (nearly) impossible to get wrong......