05-03-2022 02:57 PM
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.
05-04-2022 02:35 PM - edited 05-04-2022 02:35 PM
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
06-02-2022 09:12 AM
This has been posted to the idea section. Please add your vote.