How difficult would it be to add a place for the customer PO number in call booking? CSR will no longer have to go to job edit and add the PO number.
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‎09-30-2021 12:55 PM
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‎11-01-2021 01:02 PM
Settings, Operations, Custom Fields, "add" job record, and then display on call booking screen.
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‎04-20-2022 10:49 AM
Any updates on this topic. My problem with creating a custom field is that it does not flow through to the invoices or statements. I need the ST default Customer PO box to show up on the Call Booking screen to eliminate double entry.
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‎10-29-2021 04:45 PM
I was just discussing with our co-workers if that would be possible.
