We keep coming across jobs that are being set up with an old billing template. If you could place the JB Billing Template as "Inactive" and then it not allow it to be used, that would be VERY helpful.
Shirley Andrews
| Company | Smith Energy |
| Job Title / Role | Executive VP |
| I need it... | 3 months |
Dear Viewpoint Suggestion Box contributor;
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In the meantime, you if people are using a lookup for the template, you could simply add a ud checkbox to the (T&M Template?) form for "Inactive". Then if you have the UD module you could create an "Active templates" lookup for use on that field which excludes inactives.