Check that properties are saved before closing request
Tom Marshall
When a request is "won" (or lost, I suppose) there needs to be a check that the properties are saved. One of our employees edited a bunch of properties to reflect their sale details, then clicked on our "contract signed" stage and was surprised to find that all of the properties they had added didn't make it into the project. I did a quick test and verified this can happen as well.
RECOMMENATION: When closing a request, check if properties have been edited that are unchanged. If yes, popup a box pointing out the unsaved properties and give the user a chance to save them.
Max Kazakov
Tom, I'm sorry to hear that happened. Can you please confirm whether this is when you're bulk editing properties from the properties tab inside a request/project? What's the location where this is happening?