When reviewing new jobs in a new job workflow, if the person reviewing is taken to the contracts screen, they will not be able to automatically see the contract. This screen only show contracts for active jobs so you have to change the filter to show active AND inactive jobs. Seems like it would be a simple fix by allowing a way to change that default.
Company | Apex Site Solutions, Inc. |
Job Title / Role | Controller |
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Better yet, allow filtering on the Jobs search page (similar to the Work Orders page) so custom views can be created and saved.