Add a new field in Leases and Sales called 'Transaction Source'

Currently, the transaction source option within ‘Management’ section shows the same options as ‘Source of Requirement’. However, the source of a transaction (e.g. when adding market intel) differs from the source of a requirement.

Therefore the transaction should have two options:

  • ‘source of requirement’ which is pre-populated with the source of the initial enquiry.

  • Source of Transaction details. The options should be as follows:

    Heads of Terms

    Atlas

    People Soft

    First-Hand

    Competitor

    Society Forum

    Media Publishing

    Tenancy schedule

    Other

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Board

General Feature Request

Tags

Transactions

Date

6 days ago

Author

Oli from Kato

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