Automatic Job Creation or Warning Pop-Up
With some users utilizing the Job Module, I would like to see the ability to either, have a Feature that you can turn on or off that allows Automatic Job Creation, the ability to create an Automation that allows a Job to be Added when a Contact is Created, Modified, or Created or Modified, or, a Warning Pop up that a Job is being created without a Related Contact. I see it working one of three ways, as follows:
If Automatic Job Creation is turned "On" it would automatically create a new job the way a job is added today using the duplicate data in Contact.
When a Contact is created and meets certain criteria it will Add a new Job.
A warning pop-up if a Job is being added and there is no Related Contact, it could read: "You are creating a Job without a Related Contact, are you sure?" Then in the popup there would be two options, Create Contact First or Proceed without Contact.
Aaron Trujillo
shared this idea
Merged with other ideas, fixed, or declined.