by Urdhva Tech

Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.

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#4940 - Can we change a few things

Closed General Question created by Verified Purchase 11 months ago

Hello,

A few Questions. These questions are with several scenraios in mind. 1. In the scenario where an Opportunity has multiple Quotes, Is it possible to display all of the quotes in the Line Items? 2. Once a quote has been created, could we now longer show the Line Items for created quotes? 3. Can all of the quotes for an opportunity be displayed above the Line Items section and when a quote is "Clicked", the Line Items section would populate with the quote data.
4. Can we populate and view custom fields on the Line Items Section.

Thank you for your time.

Tony

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    11 months ago

    Thank you for contacting us. Please find my answers below.

    1. In the scenario where an Opportunity has multiple Quotes, Is it possible to display all of the quotes in the Line Items? Yes, it is possible but can be customized out of the box.

    2. Once a quote has been created, could we now longer show the Line Items for created quotes? Can you elaborate more?

    3. Can all of the quotes for an opportunity be displayed above the Line Items section and when a quote is "Clicked", the Line Items section would populate with the quote data. Can you elaborate more?

    4. Can we populate and view custom fields on the Line Items Section. Yes, Possible via customization.

    We can discuss this in detail over Skype. Our Skype id is urdhvatech

    Thanks & Regards, Team Urdhva Tech

  2. tkoehn member avatar

    Verified Purchase

    11 months ago

    When is a good time to skype?

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      11 months ago

      We fall in IST timezone. I have buzzed you on skype.

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