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Order Settings for Managers
The Order Settings for Managers Tab contains settings for situations where the order form is used to place an order on the behalf of the client internally. These options and the provided information will only be seen by the assigned in-house manager.
Received Date
The Received Date is the date in which the order was submitted. It defaults to the current date/time and is not required but visible.
It may be hidden from view or you can make this a required item. When you tick Required, it is automatically visible. Additionally, a Help Message may be added to provide further information upon clicking on the tooltip icon.
Internal Comments
The Internal Comments setting determines whether or not the manager is able to fill in the internal comments. By default, it is visible, but the manager is not required to fill in this information.
It may be hidden from view or you can make this a required item. When you tick Required, it is automatically visible. Additionally, a Help Message may be added to provide further information upon clicking on the tooltip icon.
Manager
The Manager setting may be used to configure what individual will be in charge of handling the orders. This person will show up as the contact person for the order.
It may be hidden from view or you can make this a required item. When you tick Required, it is automatically visible. Additionally, a Help Message may be added to provide further information upon clicking on the tooltip icon.
You have the option to configure a specific manager for handling the order and being listed as the contact person, as shown in the example below. If no one is selected and this information is required, then this selection will need to be made on the order form internally (-?-).
Project Settings
The Project Settings Tab will only be present if you have checked the Create Project Setting for the option on the General Settings Tab. These settings are specifically for configuring the how project fields are preset on the form. Placeholders are provided to make this configuration easier and may be viewed by clicking on Placeholders in the text located above the Project Fields header.
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Then paste this value into the text field for Instructions.
Internal Comments
The Internal Comments are viewable by the manager when enabled. You my type any desired text in this field to be seen by managers or other permitted users.
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You may also use the additional options to configure a difference in minutes and/or days from the form information by clicking on the increment/decrement arrows or typing and clicking a number value.
Manager
The Manager setting determines whether or not the project manager is the same as the assigned order manager. By default, this option is enabled in the option configuration.
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