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Categories CRM App
Created by Guest
Created on Mar 30, 2022

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Memo field on quotes should not include the CRM ID

When the memo field is synced with Unleashed it is prefixed with the text CRM ID: and the ID number of the quote.

I don't think tat that the prefix is necessary.

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  • Guest
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    |     May 13, 2022

    Hi Team

    I need our sales order in unleashed to show the quote ID and it is frustrating to have to remember to delete the prefix text as this is not part of the quote number in prospect

  • Guest
    Reply
    |     Apr 28, 2022

    HI Team,

    We have been reviewing this request and it turns out that this CRM ID can be quite useful through we would like to see the Memo notes first then the CRM ID


    Cheers Team

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