Comments
This is marked as planned for the 2023 Release Wave 1, but is still not available.Can you please provide an update?It is a major issue for us. We regularly have to ensure our segmentation only pull contacts from a certain entity, and without customization, we are not able to verify proper segmentation.
To be more modular, it would ideal if you could either directly create a warehouse shipment from a group of Task Lines or Individual Task lines, or populate a Sales Order tied back to the Task Lines.To be truly impactful, it would be ideal if you could do either.For those clients who just need a BOL, it would create the ability to track shipping of items on task line.Whereas Sales Orders would also allow you to do things such as apply item charges, attach items, drop shipping, etc. Without having to modify the Projects Module, it would just roll up the item cost/billable value(s).