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Status Good idea awaiting more votes
Categories CRM App
Created by Guest
Created on Feb 5, 2021

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Copy quote lines enhancements

A customer has highlighted a few enhancements to the 'Copy lines to clipboard' functionality. Currently this does not:


Copy across Description only lines cost value which leads to the margin being incorrect when the lines are pasted in a new quote.

Custom fields are not copied. We can add fields into the quote lines including custom field but information in these fields are not copied to the new quote.



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Add ability to add custom feilds to the copy lines feature

Merged
Some customers have custom feilds that are displayed when entering quote lines. The ability to choose and add custom feilds to the copy line feature woudl be useful.
Guest almost 4 years ago in CRM App 0 Good idea awaiting more votes