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Categories CRM App
Created by Guest
Created on Sep 2, 2019

Include Unlink Button for Products added using Upsell

A customer would like to unlink certain products on the quote record that have been added via Upsell functionality. For example a few products may of been added using Upsell manager & one of those products need to be added to a separate quote grouping, however because you can't unlink a product you can't add it to a different quote group. Therefore an Unlink button would be handy!

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  • Guest
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    Oct 28, 2019

    This feature would help and speed up quotations 

  • Guest
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    Sep 27, 2019

    To re-sequence all Line Items in any order is a great advantage to our Sales Dept. Quotations can have +30 line items within one quote, to manually edit these in Word is time consuming. Currently in v6 we can re-sequence products into any order before transferring into Word.

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