Different Room Descriptions for the Main Proposal and Change Orders
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Brendan Stasiukiewicz
Can you create a drop down box to select the room description based on the main proposal or a change order. (As in a drop down box to select a specific Change order and edit the room text for just that change order.
This way you could have different Room description text for the approved project, and each Change order.
ex: In the Living Room text for the main proposal it says:
-Owner Furnished TV on an Owner Furnished TV Bracket
-Sonos Arc Soundbar
and for Change order 1 it says:
-Remove Sonos Arc Soundbar
This way when the Change order 1 report is generated, it can accurately include the room description for change order 1. And at the same time, if you wanted to print the original proposal, the text form the original room description would reflect the original change order text.
As it currently is, the text in the room description comes up for any version of a proposal that is generated. (original project, Change order 1, change order 2, etc)
Jeff Colt
You can already have a different scope of work for each proposal/change order. This would be the recommended way to achieve what you are trying to do.
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Brendan Stasiukiewicz
Jeff Colt Yes, this is true, however, we want to have different room by room descriptions, instead of showing the changes in the SOW.
We have seen that it is helpful for our sales team when the room description reflects the product in the room. This is tricky when there are multiple Change orders going on at the same time.