Is there any chance of getting “stages” setup in “Company Preferences” as a require field on Worker Orders Sales/Invoice/Estimate Options and PO? Stages has been one of the best features added, but it only works if employee’s remember to set the stage. I like to keep them from saving the form without it being set.
3 thoughts on “Stage Preference”
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Additionally, there should be an option that pops up a window that requires them to confirm the stage in mobile and desk top. This way it is actually confirming the stage has been set correctly instead of just “not blank”.
Would the requirement be to select a stage, any stage? Would a new stage need to be selected each time the record is opened or edited?
I would want any stage because we have some project the stage does not change on but like Bryan comments that requires you to confirm the stage.