Move back a stage in projects
In Projects: If I accidentally click forward to a stage that has not been achieved, I would like to be able to change it back, even if I have saved it. I'm the Admin for my company, but have not found a way to do this.
Comments: 1
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09 Oct, '19
Jan Lalinsky AdminHello Deborah,
thank you for your suggestion. Our workflow actually allows you to link statuses together as you want to. Then, you can freely link status "B" with status "A" and "go back".
Let me send you a link to our documentation that explains how to do it. Please go directly to step 3.
https://www.eway-crm.com/resources/how-to-use-eway-crm/customize-default-workflow/
If you get stuck, feel free to contact our support at support@eway-crm.com. We are happy to help.
Jan