When having more Lines of Business in Autotask, we could need some more LoB settings in SB.
For Example: Company Name below the Account Manager details in a Quote, left side of the screen. Now it uses the ID:0 Customer Name in AT.
The combination Line of Business and Subdomain names for the Portals. The link to the Quote URL should depend on the LoB of the Quote.
So overall creating more mappings on Line Of Business with URL's, Company name etc.
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New
Feature Request
[CMP]_Quotes
About 1 year ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Quotes
About 1 year ago
Get notified by email when there are changes.