Show Price List via CRM

Answered

John Savidge

• July 18, 2017 07:49

Hi,

Is it possible to show the Price List a customer is on via CRM? I know I can setup a UDF to do this but it would be better for us to see it directly on the ribbon?

Thanks

John

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• Official comment

  

  Yaremi Miranda Lopez

  • July 18, 2017 14:15

  Hello John,

  In this case you need to create a SQL Query and add it like a report in the CRMfO ribbon. You need to have B1 Usability Package for this.

  If you want, you can also create this as a Feature Request in our community.

  https://support.boyum-it.com/hc/en-us/community/topics/200115256-B1-CRM-for-Outlook-Feature-Requests

   

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