Name of Feature/Request: Add Task to the Invoice “Related To” button
What financial, time savings, or quality of life improvements will occur from this: : To add Task to the Invoice “Related To” button. | Frequency: Daily | The Related To button has been fantastic to easily move through all the related parts. We are heavy in Work Orders (tasks) related to estimates (sales orders) and it would be extremely helpful to be able to see the work order (task) related to form the invoice screen, PO, etc. instead of having to go to the estimate.
Attempted Solutions So Far: Manual search for, mainly by going back to the estimate and looking at the Work Orders (tasks) tab.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: : The Related To button has been fantastic to easily move through all the related parts. We are heavy in Work Orders (tasks) related to estimates (sales orders) and it would be extremely helpful to be able to see the work order (task) related to form the invoice screen, PO, etc. instead of having to go to the estimate. | Previously accomplished: Manual search for; custom legacy system
StrivenID: 5864338