Does anyone else have Tasks they want to put on agreements, that are NOT directory tied to specific items? What if it's something like "Perform site cleanup at end of day" and we want to track that it was done each time?
In other words, is there any way to attach TASKS to Agreements without adding a "Serviceable Item" to every customer who will have that agreement? This would be particularly useful when dealing with large volumes of small clients (no Serviceable Items).
Thanks.
Nathan Sutherland
| Company | A-1 Plumbing & Emergency Rooter |
| Job Title / Role | Developer |
| I need it... | 1 month |
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