I would like the ability to quickly copy or duplicate a line item within a deal/quote.
I often have the same product enter multiple times in a deal/quote. Said differently, multiple line items will be for the same product.
Instead of adding the line item multiple times from the product library, I would like the action button for the line item to include "Copy". This is a much faster way to enter duplicate line items. It also copies any unique information added to the line item's description, which I also need to include. For example the same product might apear multiple times but each entry is for a different geographical location - "Type F1" or "Location F2"
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.