Custom Mandatory Fields for Leads, Recalls & Warranty job booking pop out screen

Scarter
New Contributor

Custom Fields from the Job booking Screen should also be available in the Lead, Recall & Warranty Fly out Screen. Some Examples we use: Job Called in By, Covid Questions asked & Trip Fee Quoted. These Fields don't show up in the fly out so we have to open the booked Lead or Recall job up a second time to edit those fields. It would save time & prevent forgetting to enter these if all fields are on the original Lead or Recall screen like the job booking screen. On our Job screen these are mandatory, so they are not forgotten.

2 REPLIES 2

BCN
Community Moderator
Community Moderator

Makes sense to me. I'll give you a vote if you post this to the Ideas Page.
BTW, you will currently have all your custom fields if you book the lead, recall, or warranty from the call booking screen

CleanShot 2022-05-04 at 17.33.25@2x.png

Scarter
New Contributor

This has been posted to the idea section. Please add your vote.