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Copy not Pre-Load Specific Tabs of a Field Ticket to a New Ticket

It would be useful to be able to copy specific information in tabs from one field ticket to the next. Like the copy daily log and the field log in B2W if you're familiar. B2W's field log allows users to copy information from specific section like phases, job, employees, ect.. It would help to automated some data entry in processing field tickets.

  • Kevin Brink
  • Jun 4 2021
  • Future consideration
Company Hawkinson Construction Co Inc
Job Title / Role Cost Accountant
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Mark Cadman commented
    June 04, 2021 19:56

    Hi Kevin,

    I've changed this back to future consideration. Can you update the title and description of this suggestion to reflect the details you mentioned?

    Thanks!

  • Kevin Brink commented
    June 04, 2021 17:55

    Mark

    Those are the only items we are using and the only things besides subs, employees and payroll that I can see would be beneficial to copy.

  • Admin
    Mark Cadman commented
    June 04, 2021 17:07

    Hi Kevin,

    What other information you would like it to copy that it doesn't today? I believe Progress Entry and Material Use are currently excluded from the copy on purpose, but we can look into that.

    Thanks!

  • Kevin Brink commented
    June 04, 2021 16:44

    Mark

    I have and it doesn't copy progress phases or material use entries, and from my view, all it does is copy the general info and notes and that is useless in a new ticket.

  • Admin
    Mark Cadman commented
    June 04, 2021 15:08

    Hi Kevin,

    Have you used our Pre-Load feature in Field Tickets? This should copy any information from a previous field ticket.

    Please let me know if you have any questions!

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