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Categories CRM App
Created by Guest
Created on Jun 11, 2021

Quotes tab/field in the Equipment Record

Currently, there is no way of seeing whether a piece of equipment is assigned on a quote/quote line. This has lead to customers trying to add a piece of already assigned equipment to a quote line, and no search results are displayed.

It would be useful to be able to see whether a piece of equipment has been assigned to a quote from the equipment record, or even in the search results when trying to assign it.

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