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Status Shipped
Categories CRM App
Created by Guest
Created on Apr 14, 2021

Quotation Documents to show in Opportunity Activity

When you have consolidated notes turned on a customer would like to see the documents saved under the children records within the activity e.g. quotation emails shown in the parent opportunity activity.

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    Andrew Ardron
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    May 18, 2023

    I've marked this as shipped. In truth it was shipped quite some time ago and we obviously didnt tie up that release to this request. But, I've checked and the current version does do this.

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