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1. Reassign the office on a deal when the account's office is reassigned

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   2 comments  ·  Matrix » Deals  ·  Delete…  ·  Admin →
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   gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

   I’m pulling this up for better visibility as our team continues discussions around improvements to the account and agency management.

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   Tim Wirth commented  ·  May 13, 2015  ·  Edit…  ·  Delete…

   This only seems logical from a financial accounting perspective that Deals move with the accounts; otherwise, the customer needs to manually edit the deal and select the new office. Not very efficient, please correct this!

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   Tim Wirth shared this idea  ·  May 13, 2015