I was hoping someone may have an idea here.
Currently when we enter jobs into out sheets, they come into an intake sheet from our sales team.
One order may have multiple product types on the row when entered.
We then copy and paste that row multiple times essentially breaking the one job into multiple rows according to product type.
Once the job is coordinated and ready, the coordinator clicks "send to tech" on all of the rows for that job and the rows split up going to different sheets according to their product type, so the one "Job" has elements on multiple sheets. The tech gets a request for update on each product which has a specific "checklist" for that product. Hence the reason for different sheets for different products.
When updating notes for the one job, we have to put the notes in multiple times for all of those rows so they don't get missed.
Does anyone have an idea for a workflow that would allow us to have the notes in one place for all of the rows?
For instance, if you opened any one of those rows, you would see the same notes across them all?
I have even thought about just pasting a link to the project folder from Sharepoint in there and having a simple notes document live on Sharepoint.
I'm racking my brain trying to come up with a work around.
Thanks,
Chris
