Hi,
Any possible to show the “Heading” in "Sales Quote Landing Page?
I’m using this field to name my package.
So, thought any possible I can view the Heading in the Landing Page so I can easily identify different Package? Thanks.
If you are asking whether you can show a changed Heading
field in the listing of the Sales Quotes tab, no, not directly.
However, you could create a custom field for Sales Quotes, tick the box to show it as a column, then enter the heading you’ve changed to whenever you create a sales invoice. The illustration below shows a custom field called Heading
and a quote that was retitled as Pro Forma Invoice:
Great. This helps! Thanks!