Required Fields required only before "Marking as Approved"
complete
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John A
We love the new required fields, but we would love it better if a project could be created and then, when the salesperson goes to mark it as approved, they have to fill out the rest of the information.
Could we have the required fields be required before Approval and not immediately on creation?
Seth
complete
v19
Seth
planned
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Ginger Mairs
This would be very helpful, as the sales person doesn't know all the information when creating the proposal, however, before processing it, we have certain requirements that must be included... Please make this!
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Philip Lisk
Excellant idea. We need the information at order time not when just creating the quote
Shawn Lemay
Couldn't agree more... creation and approval are two different things. Perhaps expand on this to allow us to choose WHEN it must be set. This would be even more useful since you're spinning this to also be a CRM platform of sorts.
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Cody Frisch
Shawn Lemay: I agree, lets have a Required Fields for creation, and separate one for approval.
I need at least the Sales Rep set and a site address. Otherwise I really have no way of knowing who the rep is beside knowing who owns that customer. Site address of course is needed for tax and travel time calculations.
But we need full data before approval.