Skip to main content

Access to job/proposal from deal card in Job Pipeline view

Please create a direct link to the proposal/job that appears on the deal card when looking at the Job Pipeline. Right now, I can click on the invoice from this view and go directly to the invoice with one click—which is very helpful! I would like to have the same thing for the job/proposal. We are updating Crew Notes frequently and need to refer to proposal language for scheduling/project management. Currently, to get to the job/proposal, I have to open the deal card, select Proposals/Jobs, and then select the proposal to get to it for editing.

Status: Planned

No comments yet

Be the first to share your thoughts.