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Status Needs more votes
Workspace Texada Web
Created by John Hellens
Created on Aug 25, 2023

Contract Export/Import update tool

The request for this idea, is to provide a tool to export contracts and re-import them with updated data, similar to inventory clean up tooi in SRM.

The driver for this request is updating salesman.

If this is built we should review other fields that could require updating.


Of note: This would impact open contracts as well and will require some caution on which fields a can be updated.


How often would this idea be used? Annually
How much time would you save when the idea is implemented? It would save hours of work
What problem is your idea trying to solve?

managing salesman transitions

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