Way to Prevent Adding Items to Contacts when Jobs are Enabled
We use jobs and have all records contained within jobs. It would be great if, when jobs are activated, there would be a pop-up saying "Are you sure you want to record this estimate/invoice etc. under the Contact?" or some other fail-safe as a visual reminder for our users. Alternatively, being able to move a recorded estimate/invoice from the Contact level to the Job level would also suffice.
Lori Diehr commented
I totally agree with this one. We just recently started using Jobs and it is very easy to take photos, create estimates, documents...etc under the Contact Profile instead of the Job. I was going to put in an idea to give us the option to move an estimate/invoice/document/photo to the Job from the Contact if that happens. I like the idea of the pop up asking if you really want to record it under the contact though...that would save the work of having to move it. LOVE this idea!!
Genaro Montelongo commented
This would be very helpful. Any status on this?
Tia Albertson commented
TOTAL agreement with Liz!