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Categories CRM App
Created by Guest
Created on Oct 13, 2021

Option to prevent Quotes, Opportunites, Sales Orders or Problems to be created under a division

Some customers processes require that records are created under a Contact e.g. Quotation.


This is because contact name and phone details needed to be pushed across for delivery tracking.


Currently there is no option in the CRM to disable quotation create or Sales order creation under a division, so these records can be created here by mistake and vital information missing for Deliveries.

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