Generate Work Order from Quote


I would like to see a method to go directly from a Quote to a Work Order (eg. when building a price for a customer generate a Work Order to determine resource availability and soft booking prior to customer approval of a quote). Case > Opportunity > Quote/Work Order is too labour intensi...

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Category: Work order (43)

STATUS DETAILS
Declined

Incident Type versioning


Service organisations with extensive Incident Type Service Tasks would benefit hugely from a publishing and versioning process for the Incident Type as part of the standard solution (in terms of audit controls and compliance) 1. Incident Type status (where only "Published" versions are visible t...

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Category: Work order (43)

STATUS DETAILS
Needs Votes