When in SM Invoice Preview, and you want to change a WO from "print" to "Email" and Deliver it as such, putting data in the 'Recipients' tab only works for that one Work Order. As soon as you hit 'Deliver', the email is sent and the info in 'Recipients' gets RELOADED, losing the data you entered.
This is very frustrating. I recommend a trigger on that table to update the proper SM Service Site, and AR Customer. Perhaps an alert when the row is saved, asking something like "Would you like to make your changes the defaults for this Customer and Site?"
Just erasing the data that a user entered, without warning, is a horrible user experience.
Nathan Sutherland
| Company | Cutting Edge Plumbing & Mechanical |
| Job Title / Role | Developer |
| I need it... | Yesterday...Come on already |
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