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  • 1.  How to add an option number to a Proposal

    Posted 05-19-2022 15:46
    We make custom signs, and very often our customers want to see options of the same proposal.   Right now each option is a different Proposal Number, but I want to be able to create options with the same base proposal number.  For example, proposal 12345 is the original, then they ask for 2 options, and they would be labeled 12345-1 & 12345-2.

    Right now I have the proposal numbers auto-populating from the record ID field, and I'd like to keep that, but also want to be able to add the options.

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    Allison Watson
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  • 2.  RE: How to add an option number to a Proposal

    Posted 05-20-2022 10:10
    Allison, people often use relationships to handle this type of function. You can create an Options table and create a relationship so that one Proposal has many Options.

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    Adam Keever
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  • 3.  RE: How to add an option number to a Proposal

    Posted 05-23-2022 07:38
    Thanks Adam!

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    Allison Watson
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