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Can the assignment of the Area and the Division be automated?
Can the assignment of the Area and the Division be automated?

FieldInsight Area and Division features

Paul Tyrrell avatar
Written by Paul Tyrrell
Updated over a week ago

CAN THE ASSIGNMENT OF THE AREA AND THE DIVISION BE AUTOMATED?

Yes, it can.

If you assign a Staff to a Specific Area and a Division and that Staff creates the following activities within FieldInsights, his assigned Area and Division will automatically populate to his activities as listed below:

  1. Project Creation

  2. Quotes Creation

  3. Invoice Creation

  4. Purchase Order Creation

  5. Sales Reports Creation

However, when the Staff who's performing activities within FieldInsight does not have an assigned Area and a Division, the activities he will be creating in Fieldinsight will contain an empty Area and a Division and the Staff needs to manually set them each time he create a new:

  1. Project

  2. Quotes

  3. Invoice

  4. Purchase Order, and

  5. Sales Report

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