Work Hold? Property, Customer, or Opportunity, or all three

Question

Asking about best practice here…How can I flag no work or work stoppage at a Property, for a Customer, for a specific Opportunity...or all three?Tags?

baraica · Accepted Answer

Hi ​@keithwI can confirm that tags would be the way to do this.However, what’s the reason you are flagging no work? If it’s for non-payment and when you do end up getting a payment you can add HOLD at the beginning of the property name so your guys in the field will know not to do the work and it keeps you from having to re-add recurring tickets to the schedule board. But for any other reason then tags is the bestway!

keithw · Answer

Thank you ​@baraica.There areseveral reasons we mighthold work on an opportunity or customer/contact. Non-payment, customer request, weather or other hazards, we need a business license for an area, etc.We might need granularity (for example:one opportunity but not all of the [same]customer’s other opportunities,one propertybut not all of the [same]customer’s properties).I hadn’t thought about temporarily modifying a record (opportunity, contact, property) title, but that sounds like a good option. I guess the only issue is that we don’t want to disrupt invoicing.Thank you again. We’ll see what works for us.

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded