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Quote summary
Fields | Description | |
|---|---|---|
Shared Lookup | The shared lookup data can be used in any product. Examples are TaxRates, PostCodeToCountyMapping, City, etcQuote Summary Document Template Quote Summary Email Template | It uses the selected document/ email template to generate quote summary documents/ emails. This is at the system level, not the product level. |
Shared lookup
Fields | Description |
|---|---|
Shared Lookup | The shared lookup data can be used in any product in your tenant. Examples are TaxRates, PostCodeToCountyMapping, City, etc. Please careful when changing lookup here. It can be UNDONE. Please always create a backup file before updating. |