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Collin Robertson

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  1. 2 votes

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    Collin Robertson supported this idea  · 
  2. 6 votes

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    1 comment  ·  Settings » Automation  ·  Admin →
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    Collin Robertson supported this idea  · 
  3. 6 votes

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    1 comment  ·  Settings » Automation  ·  Admin →
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    Collin Robertson supported this idea  · 
  4. 147 votes

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    Collin Robertson supported this idea  · 
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    Collin Robertson commented  · 

    It would be more useful to have custom fields assigned by workflow rather than by Job, Contact, Work Order, etc. We have multiple workflows of Contacts, Jobs, or Work Orders, but each workflow only requires certain fields. Currently all custom fields are displayed on a Job, Contact, Work Order, etc. regardless of the workflow, which makes the list much more extensive and confusing than it needs to be with a lot of unused fields sometimes. Its not easy to determine which fields apply to the specific Job workflow when we have custom fields for every kind of Job workflow displayed as opposed to only those fields relevant to that Job workflow. It also makes the "required" field option much less useful when certain workflows require certain fields while others require other fields. Currently we don't have the option to choose for which workflow a certain field could be required as by selecting a field to be required makes it required regardless the workflow which makes it nearly useless as it can not be selected if even one workflow shouldn't require that field.

    Perhaps this new feature could be easily added in the settings by clicking on the Fields tab (Job, Work Order, Contact, etc.) then instead of all fields being displayed, the workflows names are displayed. We'd click the specific workflow to see the custom fields already assigned with the option to add a custom field for that workflow. A 'duplicate' option would be helpful for creating multiple workflows with mostly similar fields that could be added to or deleted from.

  5. 39 votes

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    Collin Robertson supported this idea  · 
  6. 6 votes

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  7. 13 votes

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  8. 8 votes

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    1 comment  ·  Settings » Automation  ·  Admin →
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    Collin Robertson supported this idea  · 
  9. 16 votes

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    Collin Robertson supported this idea  · 
  10. 68 votes

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  11. 14 votes

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