Skip to Main Content
Product Suggestions
Status Good idea awaiting more votes
Categories CRM App
Created by Guest
Created on May 12, 2020

adding new line in the middle of your current lines

When building a large quote, some times you may want to add an item into the middle of a list of 10 lines.

In the old system when adding a line you would just set the line order number to 5 and it would put it roughly in the right place.

in the CRM you can do this by adding it and then moving by the drag and drop function. this is okay if you have 10 lines on a quote but if you have 25 / 30 and you want it nearer the top it is time consuming.

not sure if this is possible but somethig we discussed was maybe the ability to right click or ... at the end of a line and clicking it gave the option to either insert above or below.

  • Attach files