Our estimators are running into a problem that I'm hoping has a solution...essentially, if they use "convert to group" on products with different item types, you can only set ONE item type for the group. So if they wanted to put products and labor in a group, we will lose that distinction on the ConnectWise opportunity forecast. Does anyone know of a workaround for this? They seem to really like using the "convert to group" feature, but it's having some major unintended consequences.
Are you pushing all of the line items into CW from QW?
Sadly no, just forecast lines. It's a long story that's not worth getting into (issues with our CW workflow)...but for the foreseeable future, we will only be using forecast lines.
In that case, I believe there is no solution. If we're only pushing over the group header, that can only have one item type.
Not the answer I was hoping for, but I appreciate it nonetheless!