Cloning project; add option to carry over Relationships and Staff, & link to original's other linked projects | Voters

Cloning project; add option to carry over Relationships and Staff, & link to original's other linked projects

Premier Yak

Please expand the pop-up module that appears when you clone. See screenshot below. It would include these added options:
-Link cloned project to original's other linked projects
-Carry over relationships
-Carry over staff 
Noah

September 11, 2024

Premier Yak

Also add a click funnel to quickly select WHICH relationships, WHICH staff, WHICH Date fields, and WHICH Documents to carry over.

Also make an option to turn off the automated new customer introduction SMS's, if it's not a NEW customer. Example; clone Smith-123-Fire job to create Smith-123-Contents job...customer doesn't want to get a bunch of "Welcome, thanks for choosing us to serve you..." all over again, when they just got those 4 hours earlier when we started the Smith-123-Fire.

Manual Kingfisher

And the dates! Ability select which dates are copied over.

Yinmn blue Squirrel

Great Idea