Recent Discussions
Archive Properties
Hey I think it would be great if you could merge and archive Properties. Occasionally we have a client hit the new customer request button and create a second property for the already existing customer. It would be great if we could merge these properties since they are the same. We have a large amount of history for many properties under a contractor who hires us as a sub and we do not want to lose the history however when we take over the account and start billing the homeowner for continued service we would like to archive the property under the contractor that had us do the original work. Under the contractor we have a large amount of properties and their information because we are bidding many jobs per year. Any thoughts?
