Archiving (Contacts, Jobs, Quotes, Invoices, Sites and Purchase Orders);
under review
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Sean Quinn
Yes, When field workers mark a job as complete, it would be good if there was a further step for me to put the jobs after i have checked them. Currently i could just create another job status called "Archive" then move the job onto that, but as that job status isn't exactly the same as the completed one, it kind of marks the job as Uncomplete in terms of things like keeping the jobs hidden from the app, etc.. Another way i thought about doing it was to add a new job status before the "Completed" one, then call that new one Completed and change the actual completed one to "Archive", but this then allows field workers to complete jobs without all the required info, forms, etc.. as only them changing the status to the actual completed one will give them the message to fill everything out before continuing. .... An "Archive" Status with the same Powers (if you want to call it that lol), or Settings, as the Completed Status.
Dan S
Merged in a post:
Archive POs once processed
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Steven Janes
Ability to archive POs once we have checked them against invoices from suppliers
Dan S
Merged in a post:
Archive Invoices;
Dan S
Have a way to archive invoices and change their status to Void or Archived. This actions should be performed manually for very old invoices.
Dan S
Merged in a post:
Job Archive
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Steven Janes
when jobs have been invoiced; they move from the completed status into a separate status to leave only un-invoiced completed jobs in the completed section
P
Peter Howe
Yes this would be good
Dan S
This should be applicable to Quotes as well.
Damien Knight
under review