When I've created a Project, it would be great to have the option to "add existing opportunity" to the list of opportunities, with a search box (like the find by asset) that pops up and allows you to search.6 votes
Great idea! We’ve added a new “Add an existing opportunity” link to Actions on a project page.
Scenario for you, If a job has multiple rooms, which you would quote separately in the office, and prep individually in the warehouse, that was then loaded onto a 44ft Artic lorry tight. It all comes back and you have to check-in (for example 8 rooms) scanning things in when you aren't in the right room is a right pain!
Is there anychance a project check-in page could be created? Then it should be as easy as quick check-in box and scan away!7 votes
We recently brought the “detail view” button over to projects, allowing you to check in items from all of the opportunities on that project easily. You can access this as you would on opportunities, just hit “detail view” from a project page.
- Don't see your idea?