Currently, when a Contact is added to a Sales Quotation, the system does not display the Contact’s details (e.g., phone number, email, job title) directly on the quotation header or form. Customers expect that when a Contact is selected, the relevant details should be visible to improve usability and reduce manual lookups.
Proposed Enhancement:
When a Contact is linked to a Sales Quotation, the system should automatically display the Contact’s key information when hovering over the Contact (Email, and phone) in the Sales Quotation form.
Comments
Not only for Sales Quotation, but all places where a Contact has been added
Category: Sales and marketing
