File Naming Options - Quote, Invoice, PO

Posted 3 days ago by Marty Lewis

Post a topic
M
Marty Lewis

Default file name is [Quote No.] - [Customer Name]

A client is sending a large volume of quotes and invoices to the same Client. Would like to set at a tenant level some options for this. 

Ideally [Quote No.] - [Quote Name].

Would basically like to set for each document, the two fields used when making / saving the document.  

0 Votes


0 Comments

Login or Sign up to post a comment