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Calyx_TEngland
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Member since ‎Jul 11, 2023
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Calyx_TEngland on September 22, 2023
Hide editing controls in the quote workflow based on certain conditions
I would like to hide some of the editing control fields when users use a quote template - For example, we have defined Terms set per customer, and we don't want the Sales Reps editing them, so I'd like to hide that control from them. Any adivse on h read more
Reply Discussion Design Manager Enterprise Hubl
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Calyx_TEngland on July 11, 2023
Add Associative labels to the contacts on a quote
When generating quotes, knowing who the shipping contact and the billing contact on each order is critical informaiton. Is there a way we can pull the associative tag on the contacts over into the actual quote? This would greatly help the Sales and read more
Reply Idea Products and Quotes
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