Hi Emin, would you mind giving me a hint on how to customize the Products tab in the Quotes module? I would like to add some fields to the cloud-based standard form (eg. Purchase Price, Vendor, etc). Thanks in advance!
Hello William, you may add field in settings and then publish field in Quote. For example as here tppr.me/4dZ9 To do that: 1/ You need go to CRM Settings tppr.me/UKiWm 2/ Then to custom fields tppr.me/nlDmU 3/ Add fields in Quote tppr.me/u2wtN , tppr.me/7zzO2 4/ Then go back to Deal and publish that field in Quote as here tppr.me/wOe75 Hoe that helps.
Hi Emin, would you mind giving me a hint on how to customize the Products tab in the Quotes module? I would like to add some fields to the cloud-based standard form (eg. Purchase Price, Vendor, etc). Thanks in advance!
Hello William, you may add field in settings and then publish field in Quote.
For example as here tppr.me/4dZ9
To do that:
1/ You need go to CRM Settings tppr.me/UKiWm
2/ Then to custom fields tppr.me/nlDmU
3/ Add fields in Quote tppr.me/u2wtN , tppr.me/7zzO2
4/ Then go back to Deal and publish that field in Quote as here tppr.me/wOe75
Hoe that helps.