Severity: High
Use Case:
When creating and saving a quote, activities may be added specific to the quote along with connections. These activities and connections are essential to the process and ability to have high value activity enabled.
Problem:
When quotes are revised, activities and connections are not copied to the newly created quote and continuity of those activities and connections related to that quote are not readily visible.
Solution:
Functionality that would copy the pointers to the activities and connections into the successive quote.
Comments
Thank you for your feedback. This is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future.
Category: General
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.