Hi Guys,
i am running further tests with Suite, but now i am worrying about creating an own individual proposal Point.
Lets say
Product 1 : Standard, got automatically
Product 2 : Individual lets say super customer orientated Computer.
if i want to go to the next field it deletes my content. How can i handle Suite to not delete this content?
Thank you,
Chris
Sorry, I don0t understand where this is. Can you explain with more detail, in SuiteCRM terms?
- SuiteCRM version
- Screen to go
- What to click
Expected results / actual results
Thanks.
Hi. No, each Product has to be in the Products module in order to be included in a quote.
So it just clears whatever you write there because it doesn’t match an existing product.
You can work around this by having a special product called “Special for customer” or something, fill in a price, and maybe add more data in the description. However you’ll have to check where this description gets printed, it doesn’t show in the Line Items panel after you save, maybe you can make it show in a Quote template.