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CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up

'Roll-up' line item product codes onto a quote to use them in filters.

Overview

Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.

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  • The roll-up of Product Code to Quotes is stored as character delimited text in a 32,768 character Long Text Field on Quote to handle over 5,000 5-character product codes on a single quote.

  • A short version of the product code roll-up list is additionally stored in a 255 character text field on Quotes. This allows product codes to be used in Filters.

  • You can configure your own roll-up delimiter in the text field list of product codes on Quotes to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

Product code Roll-up for Quotes makes two new fields (called 'Quote Product Codes' and 'Quote Product Codes (Short)' available to add to a quote page layout. Each time that the quote is edited or an quote line item added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

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