Mapping a custom preferred date field in the estimate with the native field in the workorder

Mapping a custom preferred date field in the estimate with the native field in the workorder

Hi Zoho,

I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom field with the native preferred date in the workorder.

Could you add this on your roadmap?

My client either starts his flow with an estimate or a workorder, not having the ability to input preferred date in the estimate makes it hard to capture the information at the start of their workflow.

Thank you!


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