Add or Delete Systems Directly from the Deal Page

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 ...