Another Accessory Option PLEASE!!!!
Answered
I really appreciate the new "hide" checkbox in the accessories. It's pretty great. Can I make another request along those lines? It's probably actually 2 parts (these ONLY affect the lead page).
1. Can we get another checkbox that would allow us to select which accessories to collapse on the lead page by default?
2. On the lead page when all accessories are collapsed, I can expand accessories 1 item at a time but I can't recollapse them 1 at a time. Can we get this fixed?
I have your request in with developers.
I have your request in with developers.
Can you tell me what you are trying to accomplish and your use case? I think you are putting your packing list items on inventory as accessories and probably you don't want to see them when viewing the lead.
I would guess that you would want to see them if there was a conflict but otherwise, not. I would also guess you would want to be able to see them in case you want to change quantity or make a note on the item, etc. So they need to be accessible. Before making any movement on this, I have to make sure I don't create other future issues.
Can you tell me what you are trying to accomplish and your use case? I think you are putting your packing list items on inventory as accessories and probably you don't want to see them when viewing the lead.
I would guess that you would want to see them if there was a conflict but otherwise, not. I would also guess you would want to be able to see them in case you want to change quantity or make a note on the item, etc. So they need to be accessible. Before making any movement on this, I have to make sure I don't create other future issues.
You are correct, I do use some packing list items as accessories. Things that I need to keep track of bc I don't have tons of additional ones like blowers or cords. BUT the bigger picture is in the "complex" items like 3 piece obstacle courses. I don't really need to see all three pieces listed under the main item unless there is a conflict. So being able to have those pieces already collapsed when I add the main item would help save space on the lead screen. I know we can collapse all with the push of a button on a lead and then expand accessories for each rental item. But it would also be great if we could already have some of them collapsed and the ability to collapse the accessories manually after expanding. Here's a video to hopefully clarify more.
https://www.awesomescreenshot.com/video/32858851?key=20c105c0fb7b4e117ceee0a8e70527b6
You are correct, I do use some packing list items as accessories. Things that I need to keep track of bc I don't have tons of additional ones like blowers or cords. BUT the bigger picture is in the "complex" items like 3 piece obstacle courses. I don't really need to see all three pieces listed under the main item unless there is a conflict. So being able to have those pieces already collapsed when I add the main item would help save space on the lead screen. I know we can collapse all with the push of a button on a lead and then expand accessories for each rental item. But it would also be great if we could already have some of them collapsed and the ability to collapse the accessories manually after expanding. Here's a video to hopefully clarify more.
https://www.awesomescreenshot.com/video/32858851?key=20c105c0fb7b4e117ceee0a8e70527b6
I'm with Chad on this. I started undoing my relationships to set them up as accessories. I quickly noticed what a mess it makes of my leads, so I stopped. I will put my relationships back together until something is figured out here.
I'm with Chad on this. I started undoing my relationships to set them up as accessories. I quickly noticed what a mess it makes of my leads, so I stopped. I will put my relationships back together until something is figured out here.
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