Meaning we should be able to choose 2 or more jobs in Bid for instance and change them to refused without needing to enter into every job individually.
Especially for Bids which are left in Bid status for months most times and they accumulate rather fast.
It’s just too much work to enter each Job and change status when you have 100+ to do at times.
Selecting multiple and changing all of them at once to another status would be a big help!
by: Teddy M. | over a year ago | Accounts Receivable
Comments
A workaround we use is to run a query or report, that shows basic job information. From there, you can double click each record, click the drop down menu to change status, and then use CTRL+S so save and close the window you drilled into. It gets to be pretty quick once you get the hang of it. I honestly don’t think it would be that much quicker.
Also, this feature is already available for “complete” and “closed” statuses. In the 3-5 screen, go to Update > Closed Status (or Completed Status). However, I personally find the report way easier because you can pull whatever information into the report you want (amount invoiced, %budget, costs, etc). It makes it very to determine what the status should be, but then you can double click and update the record from the same screen.
You can already do that in 3-5 Update. Select completed or closed. You get the pick list. Doubleclick them to turn them red. Insert selected items. It will update the ones you selected. But there is no undo button so be careful.