Add or Delete Systems Directly from the Deal Page
WorkHorse now allows you to add or delete systems directly from the Deal page, with safeguards to prevent accidental data loss.
What’s New
-
You can now delete a system directly from the Deal page.
If the system is attached to other entities (Work Orders, Subscriptions, Tasks, Purchase Orders), you will see a warning:
“This system has [X] associated with it. Deleting this system will clean the system from these associations.”
-
Deleting a system automatically removes it from all related entities, ensuring data consistency.
-
You can also add new systems directly from the Deal page for faster workflow.
Related Articles
Sticky Headers on the Subscription Page
Sticky Headers on the Subscription Page WorkHorse has updated the Subscription Page with sticky headers to improve navigation and visibility of important information. What Sticky Headers Do The headers for each section on the subscription page now ...Update: New Proposal Status Filters Added to Deals Page
Update: New Proposal Status Filters Added to Deals Summary New proposal-related filters have been added to the Deals view to improve tracking and visibility. What’s New The following filters are now available: Proposal Sent Proposal Viewed Proposal ...Update: Product Long Description on Invoices
Update: Product Long Description on Invoices Summary Invoices now support displaying a product’s long description directly beneath the product name. What’s New You can attach a long description to products on invoices The description will appear ...