Additional job/opportunity settings

Modified on Mon, 17 Jul 2023 at 02:21 PM

These settings can only be modified by an administrator

This includes settings for your Opportunities / Jobs and how they relate to the following: 

  1. Signed Opportunity Display Name: Choose the name you want to use in your industry/ company for project/job/order/case. Please use the singular form of word.
  2. Next Opportunity/Job Number: Choose the job number you want to start numbering from as it relates to another app you may be using. This will keep your systems in sync with each other.
  3. Opportunity Billable by Default: Choose if the billing rate for this opportunity will be billable or non-billable by default.
  4. Budget Warning Threshold: The level at which Magnetic will alert you regarding jobs/ opportunities which have gone overtime or financial budget. Click on the "Deactivate" button to deactivate this feature.\
  5. Require Opportunity or Job on Tasks: Any task created needs to have an associated Job or Opportunity

Follow the steps below access these settings: 

  1. Hover the mouse cursor over your name.
  2. Click on Company Settings.
  3. Click on Opportunity / Job.
  4. Change your settings.
  5. Save.

See the screenshot below:

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