Suggestion - Custom fields get linked to different sections

Stefan Stoyanov

• 30 septembre 2013 21:40

Idea behind this is to make custom fields in Orders and then decide to which sections they would be linked to, so that when the client/sales puts information in a custom filed in Order, then some/all of this information is copied to the Project or Jobs created from this order. 

This would solve few problems:

- when a custom filed with name is created in Order and then the same is created in Project, information from Order is lost; I guess because new data with same name overwrites the information when Project is created;

- information for the project (e.g. reference materials) is not passed on to the jobs, hence the vendors who need to know this information

- information from these fields could be used for good reports which would link jobs with projects and orders

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  Agathe Saunier

  • 14 janvier 2015 17:02

  Hi Stefan,

  I'm sorry for the delay in replying.

  Thank you for your idea, I have added it to our suggestion list: https://wordbee.zendesk.com/entries/86669228-Custom-fields-get-linked-to-different-sections

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