You can now create trade assessments from within an Account and/or an Opportunity
- Select new assessment
- Fill out Title, Description
Link Account Equipment (or create new)
- Serial # will be pulled from account equipment when creating assessment
- Serial # is required but can have ANY number of characters. [Pending Release]
- Click Create
The information will be passed to MFPro creating the assessment and linking it back to the Account/Opportunity in Handle.