Not everyone starts in the work order when talking with a customer where the indicator might be ON HOLD for AR.
We created a custom field in SM sites & SM customers.The ability to highlight or change colors FOR THAT FIELD would help us communicate with all employees doing different tasks.
Company | Taylor Plumbing Inc |
Job Title / Role | Operations/President |
I need it... | 1 month |
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Interesting idea! In your setup, do all employees doing different tasks view the SM Sites and SM Customers forms to view that field?