It would be great to setup Agreement Service Templates that you can select when adding an Agreement Service. I would want the template to default all of the settings on the Info tab, the Schedule (Due and due within days plus the month defaults), default notes and tasks added under that template.
We need to make it easier to add these services and also default standards (by Company).
Sherry Jackson
| Company | Fire Safety and Protection LLC |
| I need it... | Yesterday...Come on already |
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