We need a pop up when creating a job that depends on the client. Some clients have special requirements, safety training, MSHA vs OSHA hours, etc. It would be awesome if we could toggle on a pop up for notes or a user defined field that lets the person creating a job know that there is something special about this client.
by: Jessica T. | over a year ago | Project Management
Comments
On top of this (kind of on topic).
If we could get a popup for certain client statuses when opening a new job #.
Example: We have Active, Inactive, and Credit Hold.
If we could get a popup when saving the job (similar to how it lets you know if you are opening a job for an overdue client) if the client is set as Inactive or Credit Hold.
This could be done through having an admin window that has toggles/checks for which status would prompt a popup.
Yes!! We need the client yellow notes to pop up here!! It does it in the 11-2 screen and it is SO valuable! We are so much better able to cross train now...Game changing.