Sales Pack : Be able to put Items of Quotes, Purchase and Sales Orders in another tab

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  • Triggerz
    Senior Member
    • May 2024
    • 134

    #1

    Sales Pack : Be able to put Items of Quotes, Purchase and Sales Orders in another tab

    Hi,

    I wanted to put the list of Quote items in another tab. The reason is that the list of items can go quite long like in the hundreds. I was able to do this in Opportunities by creating a new panel on the Detail View and dropping the items field in the panel. However, in Quotations, the items field is not available in the Detail View. It is only available in the Bottom Panels View.

    Hopefully this can be done in the Quotations, Sales Orders, Purchase orders and other modules of the Sales Pack.

    Thanks
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9642

    #2
    It was always possible. The Items panel is available in the Bottom Panels layouts.

    Comment

    • Triggerz
      Senior Member
      • May 2024
      • 134

      #3
      Thanks Yuri

      Comment

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