Show Price List via CRM Respondida
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
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
Comentarios
1 comentario
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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