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Début du sujet
Hello,
This post has 2 questions :
1) How can I import in a quote many line details ? I have found a dedicated example with "Ligne de Détail" but it has many more entries than with the UI. I am blocked with "Echéance" considered as mandatory. But I do not know where I can find the relevant information ?
2) I am creating an email template for the quotes. Can I add the line details like it can be done with the notes or linked items ? I have not found the ${magicsolution} 🙂
Many thanks for your help.
Posté : 15/06/2023 6:41 pm
1) How can I import in a quote many line details ?
You cannot, import format does not allow one-to-many relationship
I have found a dedicated example with "Ligne de Détail"
Yes, it is the way to do
but it has many more entries than with the UI. I am blocked with "Echéance" considered as mandatory.
Only for some billing mode, just change billing mode on project.
Posté : 20/06/2023 8:36 pm
2) I am creating an email template for the quotes. Can I add the line details like it can be done with the notes or linked items ?
No, you cannot
I have not found the ${magicsolution}
'Cos there is no...
Posté : 20/06/2023 8:37 pm
Début du sujet
OK, thanks for the answer !
Posté : 21/06/2023 1:12 pm