Ability to assign a draft record
D
Dan Barak
Our draft records have required fields and because of that, the desktop version will not let me assign a user to that record until all the required fields are completed, which makes no sense... I need to assign the user so that they could complete those missing fields.
Can you make it so that an incomplete record could still be assigned both by back-office on laptop and by my manager out in the field.
Katie Briggs
Dan Barak Great feedback. Thank you. I wanted to let you know that you can currently use our bulk assign feature to accomplish this, which will hopefully unblock you for now. If you have questions about how to do this, I recommend reaching out to support@fulcrumapp.com.
https://help.fulcrumapp.com/en/articles/6145566-how-do-i-bulk-update-or-delete-records#h_4549b4724d