Price Book line item selection OR create - people creating many line items for same thing
Duct Dynasty Office Operations
I can't police my whole company for nuances of the software. One of which is employees adding copious amounts of line items in our price book b/c they don't understand they're creating a new item instead of selecting the item they started typing to find.
Please have a pop up catch that asks if we want to make a new item. Or an obvious box to check if someone is going to make a new item, that way they have one extra step to create a new price book item.
It's crazy how many line items I have for the same service or product with tiny iterations that make them different for whatever job the tech was on and labeled it in the moment.
Melanie Nases
or be able to lock other users from creating new items in pricebook and still be able to create and see items in estimates/jobs