Eliminate the need to complete a record in one sitting. Save drafts of records to return to later.
Installation Guide
Installing the Add-on
1. [Step 1]
Navigate to Module Loader, upload the package there and install.
2. [Step 2]
As a precaution, run a Quick Repair & Rebuild and Repair Roles. The panel will not show up if Users don't have access to the module EXS_Drafts that the plugin adds.
3. [Step 3]
Navigate to the Draft Records configuration section now added in Administration. Select "Outfitters" as licence type, enter your Outfitters license key here. Select if you want manual or automatic draft saves.
4. [Step 4]
Done! Users should now be able to save records as drafts.
The plugin works on the following modules out of the box:
- Accounts
- Contacts
- Tasks
- Opportunities
- Products
- Quotes
- Bugs
- Cases
- Leads
- Project
- ProjectTask
- Prospects
- ProspectLists
- KBContents
- Notes
- PurchasedLineItems
- Purchases
- Escalations
- Calls
- Meetings
- Shifts
- Contracts
- Tags
You can add your own custom modules or remove modules by manipulating the dropdown draft_modules_list through the Dropdown Editor in Administration.
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