CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up - CRM Team Global Limited - AppExchange
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CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up

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Free This app is 100% free of charge. An online, article-based help community is provided free of charge. Paid support contracts covering all aspects of Salesforce Administration are available for 1-to-1 assistance if required.

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Latest Release

10/2/2017

CATEGORIES

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

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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