Decision Date on Quotation link to task list
Nick Claxson
11-8-18
Morning

If you create a quotation from the activity (or otherwise perhaps).


Can the decision date on the quotation when met force an activity to appear on the activity list so that the quotation is re-looked at ?


Aware this is pipeline management.


Nick
Tomas J.
11-13-18

Hello,
If we understood you correctly you want an activity to appear on decision date, so you remember to contact your customer at the needed time?

There is no automatic function for this, you can create an activity from the quotation and set up the date of decision. Then this activity wood pop up on that date.

Regards,

Hansaworld support
This thread has been closed for further comments. Please create a new thread
Back to the list
Latest Posts
Piotr Teteruk
Hello, Remove all files connected to prevoius version but stilo hale same info. Installation id ...
16:34 29 Apr 2024
I have a new advertising system, Table advertisement android terminal running android 11. I have be...
06:38 25 Apr 2024
You can subscribe to notifications for any post in this forum by selecting the 'star' icon on the top right corner of the topics list. You have to log in to use this functionality.