Name of Feature/Request: [Striven Community] Radio buttons - auto save? - On Sales Orders
What financial, time savings, or quality of life improvements will occur from this: Have an auto-save function mainly for custom fields on Sales Orders or a Warning Prompt that notifies you of unsaved changes prior to navigating to a different page. | Frequency: About 150 sales orders per month | We have just started using the radio buttons as way to PUSH the sales order to a custom report that is visible on various team members dashboard:
So after almost every interaction with the sales order, it is quite likely one if not more radio buttons may change.As long as our team member remember to we are ok. But if they do not…it slips through the cracks.We want the sales order to PUSH to our dashboards:
Attempted Solutions So Far: Remembering to click “Update Sales Order” button
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: support@striven.com
JK-KCFireplace
September 20
We use a series of Custom Labels/List/Radio buttons at the bottom of our sales orders so that they feed into Custom Sales Reports on our dashboards. Sometimes we forget to “Update Sales Order” button at the bottom of the screen. Can this either be an auto save OR flash a reminder that we didn’t “save our changes”? Visit Topic or reply to this email to respond. To unsubscribe from these emails, click here. –
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For more options, visit https://groups.google.com/a/striven.com/d/optout. | Previously accomplished: Currently the customer is remembering to save the Sales Order changes each time custom fields are completed.
StrivenID: 4787421