Account selection is mandatory to create work order, all our business cases are work order related to contacts. we sell insurance products, tyre, and batteries directly to our contacts, not accounts.
we can create opportunities, and cases for a contact but I am not able to create a work order for a contact. Currently we have 2.8 million contacts and we don't want to create some dummy 2.8 million accounts for contacts.
This feature will resolve our business needs.
Comments
We had a similar requirement before and had to do a workaround (which is not really preferred) to bypass this design limitation in the product. It would be a good improvement on the product if the work orders are redesigned to include contacts as well. Thanks!
Category: Work order