Hi,
I now have an 8-step procedure for setting up contracts for the next month. Way too much work!
Please enhance the batch copy contract feature:
- Automatically update each account's default contract with the corresponding new contract.
- Automatically set the Status of each expired contract to Completed.
- Automatically update all open tickets that reference an old contract to use the corresponding new contract.
I guess you could add a page to the wizard to make each of these updates optional (might not want to do them if someone runs the wizard before month-end), but it adds a lot of work to have to do all this manually after running the batch copy wizard each month.
Thanks,
Mark Berry
I now have an 8-step procedure for setting up contracts for the next month. Way too much work!
Please enhance the batch copy contract feature:
- Automatically update each account's default contract with the corresponding new contract.
- Automatically set the Status of each expired contract to Completed.
- Automatically update all open tickets that reference an old contract to use the corresponding new contract.
I guess you could add a page to the wizard to make each of these updates optional (might not want to do them if someone runs the wizard before month-end), but it adds a lot of work to have to do all this manually after running the batch copy wizard each month.
Thanks,
Mark Berry
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