Add Forecasted sales Information to Job Record Header
Currently, when reporting on forecasted sales in the sales section near the bottom of a job record, you must enter the forecasted sales and date. However, these entries do not automatically appear in the report unless you update the probability thumbs at the top of the page. This requires users to scroll back to the top to update the thumbs after completing the forecasted information. To streamline this process, we propose relocating the probability thumbs next to the forecasted sales fields, as they are closely related. This change would enhance user efficiency and improve the overall workflow.
2
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Yannick Lomete
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