Re: Campaign field in invoices not population when created from work orders

Method_Justin — Wed, 18 Feb 2015 20:34:15 GMT

Hi wildliferemoval,

You'll have to add the Campaign field to your Add / Edit Work Order screen. You could then have it auto-populate when you select a customer for the work order by adding some actions to the Text Change event of the Customer dropdown. The logic to copy this field to an invoice when it's created from a work order is already there, so that part should take care of itself so long as there's a value for Campaign on the work order. :)

Hope this helps.

- Justin

Campaign field in invoices not population when created from work orders

wildliferemoval — Tue, 17 Feb 2015 23:16:45 GMT

When I create an estimate or invoice for a customer from scratch, It will automatticaly pull the campaign info from the customers table. A Problem I have found, is when we convert work orders into invoices, the campaign info does not automatticaly populate the campaign field in the invoice and is causing us problems with campaign tracking.

Is there a way to fix this.

Thanks

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Re: Campaign field in invoices not population when created from work orders

Campaign field in invoices not population when created from work orders