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MBoyd0
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Member since ‎Aug 5, 2022
  • solutions
    1
  • Replies
    2
  • Upvotes Given
    15
  • Upvotes Received
    2
  • Ideas
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Megan Boyd

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Activity

Solved
MBoyd0 on August 31, 2022
Hi! How can I get phone numbers to be formatted as phone numbers in Quote Templates? The numbers are validated in the Contact and Company records, but they show up as +12345678900 in the Quotes. They are in the templates as Personalization Token read more
0 upvote
5 Replies
Participant
September 06, 2022
Thanks so much for the offer, but I did figure out a workaround that is a lot easier! You can just edit the format of the phone numbers while you're ...read more
Solved
MBoyd0 on August 31, 2022
Hi! How can I get phone numbers to be formatted as phone numbers in Quote Templates? The numbers are validated in the Contact and Company records, but they show up as +12345678900 in the Quotes. They are in the templates as Personalization Token read more
0 upvote
5 Replies
Participant
September 06, 2022
Thanks so much for the offer, but I did figure out a workaround that is a lot easier! You can just edit the format of the phone numbers while you're ...read more
Solved
MBoyd0 on August 31, 2022
Hi! How can I get phone numbers to be formatted as phone numbers in Quote Templates? The numbers are validated in the Contact and Company records, but they show up as +12345678900 in the Quotes. They are in the templates as Personalization Token read more
0 upvote
5 Replies
Participant
September 06, 2022
Thanks so much for the offer, but I did figure out a workaround that is a lot easier! You can just edit the format of the phone numbers while you're ...read more
NHuffman on February 02, 2022
There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more
12 upvotes
4 Replies
Participant
August 30, 2022
I love this idea! I was thinking of using the Comments section as a place to show optional items and was coming here to ask about being able to add l...read more
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