Auto Update - Job Related Record Status Fields

Auto Update - Job Related Record Status Fields

Every time you update a Product Order record it automatically updates the related Job record's Related Record Status section.  This provides the team responsible with scheduling the job the most up-to-date information on the Product Order, Permit, HOA and Engineering records so that they can appropriately schedule the installation as soon as possible.  Accordingly it is critical that you continue to update the estimated delivery date if you receive updated information on any product order.  The following video showcases how this auto updating feature works.





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