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Product Suggestions
Categories CRM App
Created by Guest
Created on Aug 5, 2021

Ability to add quote lines report entity to company level

A customer would like to be able to see the quote lines on a company record rather than just the quote information. By displaying the quote lines on a company record they can save clicks by not having to drill into the quote to view what quote lines were on the record. Not all customers may want this, so if we allowed the quote lines report entity to be added as a report on a company record customers would have to option to add this view in.

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