Shifting pending from one month to another month
I would like to be able to shift the pending from one month to another month without re-enter the pending$. For example, if I have a deal for January and then I want to change that to the month of February. The dollar amounts get deleted from January but we have to go in and enter the dollar amounts for February again. This is the added work that should NOT be required.
Grant Newbigging
shared this idea
A copy pending option exists for each detail row. Click on the paper/copy icon and you’ll be presented with a few different options for manipulating pending in timesaving ways. In using your example…this will allow you to copy the pending from January and place it into any other month on on the deal. You can then change your timeframe, zero our the previous month, or modify the deal as you see fit afterwards.
Thanks for your feedback!