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Posted 30 days ago by 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.
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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.
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