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Created by Guest
Created on Jul 15, 2022

Live quote updates to Accounts system

A customer request that confirmed quotes from prospect, that go to an accounts system remain connected. What they would like to see is if they require a change to the order such as an additional quantity or newly agreed price; both system update to show the same quote/order regardless of where the changes were made.

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  • Guest
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    Jul 19, 2022

    It would be ideal for those changes to be synchronized so you can see what really happened. This way you won't need to update manually all systems when a change in an order occurs.