Alert for existing estimates with contact name and at write up
in progress
K
Ken Anderson
This has been an issue when there is an existing estimate in the system and the person who initially wrote it is unavailable and someone else is helping that customer. That should be front and center! Many times, it causes duplicates, which wastes employee time and creates confusion. At minimum, an alert of some type should be included with any deferred work alerts. But both should be raised in importance to the FIRST step of customer interaction.
Darren Williams
in progress
J
Jordan Szybunka
oh this would be tremendous feature! some many times something has been quoted and never converted!
D
David Gelinas
Yes!
Darren Williams
planned
G
Gary Gunter
Darren Williams: Can you also apply this to work orders?
Darren Williams
under review
Darren Williams
Hey Ken, we have this as an approved request. We want it to prompt that there are existing estimates similar to how you get a duplicate WO or appointment notice currently.
K
Ken Anderson
Darren Williams: Great! Did I miss this on the list somewhere?
Darren Williams
Ken Anderson: No, it's from the old list before Canny.