Tom Evans

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Activity overview

Latest activity by Tom Evans

  • Tom Evans created a post,

    Resource price override

    1. Community
    2. Quotes

    Can prices on (some) resources be set to allow a price override? if so how?

    • Tom Evans
    • 2 followers
    • 1 comment
    • 0 votes

  • Tom Evans created a post,

    Update Quote dates workflow

    1. Community
    2. General Discussion

    I have been trying to create a workflow that triggers a workflow job which updates the dates on all child quotes. We may have 5-10 quotes in a job folder, if we then need to updated the dates for t...

    • Tom Evans
    • 3 followers
    • 1 comment
    • 1 vote

  • Tom Evans created a post,

    Workflow Trigger on creation

    1. Community
    2. System Settings

    I think I know the answer, but is there a way to trigger a workflow when an element is initially created in a default status? Eg, a Prep sheet is made, email dialogue box pops us to email the team ...

    • Tom Evans
    • 2 followers
    • 1 comment
    • 0 votes

  • Tom Evans commented,

    1. Community
    2. Accounting
    3. Creating a single invoice from an Event Folder

    FYI if you use Misc Lines on invoices then the revenue dashboard doesn't work as that uses Invoice line items

  • Tom Evans created a post,

    Equipment List - Views

    1. Community
    2. General Discussion

    Is it possible to create Views for Equipment list elements? For example making a "change view" like you can in a Quote element?

    • Tom Evans
    • Edited
    • 4 followers
    • 3 comments
    • 2 votes

  • Tom Evans commented,

    1. Community
    2. Accounting
    3. Melio for payments and deposits

    Just to add to this: We put multiple quotes in a job folder for a few reasons. 1. We regularly hit the line limits 2. We work in department, so we generate an Audio Quote, Lighting Quote, Scenic Qu...