FEATURE FAQS

How can users be forced to select a project when creating a transaction?

Project selection can be made mandatory for all users in a branch. To enable or disable this option:

  1. Click on the dropdown menu at the top right of the screen, and select “Manage Branch”
  2. Select “Branch Profile” from the panel on the left
  3. Enable or disable the “Users must select a project when adding items onto an order.” option
  4. Click the “Save Branch” button at the bottom right to confirm and update the branch’s settings

FEATURE FAQS

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