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Categories CRM App
Created by Guest
Created on Jun 3, 2020

When you change parent on a quote, (from one customer to another) the system automatically updates prices to the new parent's prices without option

If a complex quote has been prepared accidentally on the wrong customer, and so you move it to the correct customer using 'change parent' the prices get changed to the new customer's pricing without option, if you have negotiated / changed lots of prices, this can be very frustrating as all that work is lost with no record of what pricing you had entered. Much like copying a quote, or quote lines, it would be better if, in the change parent action for a quote, the option to keep pricing or update was given to avoid this frustration.

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