Skip to Main Content
Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on May 26, 2022

Add Sold Estimate to All Audit Trails

When an estimate is sold, the action of it being sold only appears on the job audit trail. The action of an estimate being sold does not appear on the opportunity audit trail or the project audit trail. This is a major issue for customers who use the project tracking module because most estimates are created at the project level and since they're not tied to a job, the action of the estimate being sold is not visible in any audit trails.


https://www.loom.com/share/0b20d47886e14a74b009190c90f2de15

  • Attach files
  • +1