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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.

STATUS DETAILS
New

Comments

T

Not only for Sales Quotation, but all places where a Contact has been added

Category: Sales and marketing