Quickly Add Interest

Introducing a feature where users can quickly add interest to an interest schedule without having to create a requirement. Thus increasing efficiency in how interest is managed in the schedule.

This is useful for when you receive an enquiry via a route that is not already integrated with Kato (email or phone, for example).

This lowers the barrier to adding content to an interest schedule through:

  1. A single quick add form directly on the interest schedule

  2. A reduced number of required fields

Once interest has been added, and because ‘interest’ is localised to just the disposal/schedule, users can:

  1. Connect this interest to an existing internal requirement

  2. Create an internal requirement

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Upvoters
Board

General Feature Request

Date

7 months ago

Author

Chris from Kato

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