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Z-Quote to update Sales Rep field in Z-Billing

Customers are often switched between sales reps over the years and most tenants use the sales rep field on the invoice for the end customer to reference. So, if a new quote is created by a sales rep who is different than the sales rep on the account field in Z-billing, it would great that that information gets updated.

 

This is currently being review by our Product Management and being track on DE7203.

2 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration