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System asks for Account type (Prospect or Customer) when creating a new sales quotation. We want to change the default value of the dropdown for companies that use sales quotations but not prospects. We could have a parameter in A/R to choose the default value of the dropdown in the event that Customer quotations are vastly more common than for Prospects.
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Needs Votes
Comments
It is a simple setup to change. But a quality of life addition that enables customers that use a lot of quotations to skip a customization for this.
Category: Sales and marketing
Administrator on 8/25/2022 11:58:41 AM
Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.