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I my recent practice, I've been used to customizing the OOB forms to best keep things out-of-the-box. One of the concerns I have is - Is there a significant issue if we don't use OOB "Project Information" forms provided by PSA?
Or is it recommended to continue to use our Unmanaged forms?
Kindly share your thoughts.
Thanks in advance.
Haha! So the scenario is we previously started using the custom form on top of PSA with the impression of "Let me take just what I need, we might not need every feature of PSA just yet". Although nothing looks suspicious so far.
I'm looking at Opportunity, Quotes and so on.
Quickest I can think of is having to set the Types to "Work Item" from behind the scenes. I'm doing an analysis of what else in the Sales Process of the same could I miss if I happen to miss the OOB forms and stick to custom forms.
I see. What you say is pretty insightful. Well, there are also a few customers who want to use Opp & Quote as traditional "data containers" than actually taming what they're meant for in PSA. And hence, 'keeping it simple' approach to not really explore capabilities provided by PSA.
I often see users not trying get the best out of the system and instead preferring to just hold data because they feel it is a great learning curve to get into the process. That's what I've observed.
But yes, what you say Antii, does make sense and can give great benefits if PSA is used smartly. Trying to adapt at least to some extent to the system too is as necessary as it is to make/configure/customize the system according to business needs.
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