Charisse created a quote in Attik, no date selected yet cause client wasn’t sure. They called back and wanted to accept the quote so Charisse accepted the quote but realized she forgot to add the date so I showed her how to add the date to create the job in Spectora but since I was the one that selected create job in Spectora it made me the owner instead of Charisse who created the order and accepted it in Attik, is there a work around for this or no?

Just wondering because if someone is “off work or on lunch” but the client accepts the offer in the portal it’s going to be whoever goes in and adds the date/inspector and sends through to Spectora that it creates under…
Please authenticate to join the conversation.
Completed
Bug Reports
9 months ago

Shayna Turilli
Get notified by email when there are changes.
Completed
Bug Reports
9 months ago

Shayna Turilli
Get notified by email when there are changes.