On the Proposals tab of the page for modifying Dashboard settings, you can configure whether you want to show proposals in Dashboard 2.0 and whether Dashboard users can modify the category of work orders linked to proposals.
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Anchor OptionsProposals OptionsProposals
Options Available on the Proposals Tab
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You can adjust the following settings that affect how Dashboard users work with proposals:
- Enable Proposals: Makes the Proposals module available in Dashboard 2.0:
- Activates the Proposals tab on the Dashboard landing page from which users can take action on proposals.
- Adds the Proposal History page containing the history of submitted proposals.
- Changeable Category: Allows Dashboard users to change the category of work orders associated with proposals.
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The Invoice tab on the Edit Dashboard Settings page contains an option for enabling proposals in the ServiceChannel Mobile app for Dashboard users. Should you need to adjust this setting, go to the Invoice tab.
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