Name of Feature/Request: Ability to Print Information on Tasks
What financial, time savings, or quality of life improvements will occur from this: AE Touch would like to be able to print the task just as you are able to create a format and print items and information from a sales order. They want a format they can present to the customer. The information on format originates from the information on the task/work order representing what was delivered that day - differs from the total number of items order on the sales order. They do not want to use contract management or the portal.Things to Consider: Why are they showing customers tasks instead of the sales order?N/ASuggested Alternative Solutions: Show the client the printable format of a sales order
Attempted Solutions So Far: Created Work Order format to print related information on Work Order/Task
Related information includes customer assets, related sales order, and custom field
Work Order has custom field with link to a form - Proof of delivery with electronic signature
Creating form with text Imports field to paste in related custom assets from Customer Asset report created in Report Builder
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: None
StrivenID: 2307250