Name of Feature/Request: Add task due date as a merge field in sales order printable formats or add Sales order line items details into work order formats.
What financial, time savings, or quality of life improvements will occur from this: Increase relationships between data for printable formats. | Frequency: Daily every time they have a work order | This customer utilizes tasks/Project Management heavily to facilitate their work being completed on orders. They utilize Task Due Dates for communicating estimated completion to customers. They need estimate details on their work order sent to the clients, but the estimate details is not a printable field on work order formats either.
They print their estimates, and then print work orders later on to send to customers
Attempted Solutions So Far: Utilizing other fields on sales orders instead such as target date or a custom field. This is more manual
They cant use work order formats for their work orders because they need the sales order details to be on the printable format. This is not compatible with work order formats either.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Utilizing existing fields without the Task Due Date
StrivenID: 5289596