allow documents to be added to superior item even if the item is completed

1 votes

when you right click an email with a document, and save to eway crm when we try to select a superior item, you cannot select a completed project. is it possible to add a toggle so we can show completed projects within the superior item box? The reason being is, we can still have documentation for a completed project after its completed, but it still needs to be marked as completed and we don’t want to leave it open up to 6 months after completion, I understand that not every one would want this hence the toggle possibilities in the settings to disabled/enable?

Under consideration Suggested by: shane henson Upvoted: 13 Jan, '23 Comments: 0

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