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This topic contains 1 reply, has 2 voices, and was last updated by  Ross Palmer 5 years, 8 months ago.

Proposals for longer than a month

  • Is there a way to create a proposal that will last for longer than a month? ┬áMy team needs to handle things like Heater Rentals that will be for 4 mo. in length.

    Hi mmccoy,

    Yes, this is easy to do! Simply open the Business Units page under the Setup module of the Configuration tab. Locate the Business Unit assigned to the proposal you want to make, and ensure that the “Allow Work Orders Across Month-End” box is checked.

    This will allow you to create work orders or proposals across many months.

    Cheers! Ross Palmer

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