Create Work Order from "won" Quote - copying Quotelines into the Work Order


Service employees more often use Opportunities and Quotes to directly sell Services. Once a Quote is won it should be possible to directly create a Work Order out of the Quote, copying all the Products and Services included in the Quote.

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7 Comments

Category: Field Service (83)

STATUS DETAILS
Needs Votes

Field Service APP - Allow creation of functional locations in Offline mode


Technicians working with an Offline Profile are only able to create functional locations below existing locations. We would greatly appreciate if they would be allowed to also create new functional locations at the top level,

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0 Comments

Category: Field Service (83)

STATUS DETAILS
New