Hi,

Hope all are well!

I'm just wondering if when I create a new version quotation of a job ie, original job ON1234, new version ON1234Q1/Q2 etc. If the jobs are linked in anyway? I'm trying to create reports for my sales staff to see what percentage of quotes they convert but I can't see anywhere where the jobs are linked.  So, for example, if a customer went ahead/paid a deposit on ON1234Q2 and we converted it into the order queue the other quotes (ON1234 & ON1234Q1) stay as quotes and skew the conversion figures.

Is there anyway these surplus quotes can be automatically flagged as, for example, "other version quote accepted"?

Also, and I don't know if everyone would find this helpful but an option to transfer the original surveyor name, date and time to the appointments tab of new version quotations would be really helpful.

Hope this makes sense.

Thanks

Simon