I'm reposting this message in the hope that someone can help us with
--- In email@example.com, "Judy Havlik" <judy.havlik@...> wrote:
> We assign task sets to our quotations. As each person completes
> their task they mark the task complete.
> Our final task on the quote is assigned to the Salesperson as "Get
> the Order or Close the Quote". If an order is entered from this
> quote, Vantage automatically marks the quote as a "Win". If they
> not get an order after 45 days they are to go into the final task
> the quote and click "Update"...and mark the quote as Lost and
> a reason code.
> The salesperson is unable to "Update" the task.
> I am unable to "Update" the task.
> The salesperson is coded properly in the WorkForce...and I am
> as an Authorized User for the salesperson.
> It's not just one quote that isn't working, I cannot mark ANY final
> tasks complete.
> Does anyone know where I should begin looking to correct this?
> Judy Havlik
> Plitek, L.L.C.