Add portal and PO links to new items

New board items missing portal or PO links force your coordinators to search for orders and delay handoffs. Populate both links on the item so they have order context and can act same day.

Add portal and PO links to new items

Overview

Stop your coordinators from chasing down order records by auto-populating portal and PO links directly on new board items. That gives teams immediate order context and removes lookup delays so they can move work forward the same day.

Add portal and PO links to new items