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Save quotes to Files in SFDC, not Notes & Attachments
Status:
New Idea
Submitted by
EmmaBrightpearl
on
05-03-2019
09:31 AM

When the 'Generate PDF' button is used in SFDC, it saves the generated quote to the Notes and Attachments related list. SFDC are deprecating the Notes and Attachments functionality soon. We need to be able to save the generated quote to SFDC 'Files' instead. This is urgent as we cannot proceed with moving our Org to Files, or even with moving our Org to Lightning (as it doesn't support Notes and Attachments properly) until you fix this. We have had to stop a major project to move to Files and Lightning because of this limitation.
- Find more ideas tagged with:
- files
- Generate PDF
- Notes & Attachments
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