Case: Quotation approval process in Bitrix24

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  • เผยแพร่เมื่อ 10 ก.พ. 2025

ความคิดเห็น • 2

  • @wiliamcook8389
    @wiliamcook8389 2 ปีที่แล้ว

    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!

    • @EMCsoft
      @EMCsoft  2 ปีที่แล้ว +1

      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.