CloudLink Ideas Portal

COTI - Keeping Checklist items when Sales Type changed from Cash Sale to CAT Financed

When changing sales type in COTI from Cash Sale to CAT Financed or vice versa, hold checklist items and update only delta items between sales types.

  • Erica Gladden
  • Jul 25 2018
  • Shipped
COTI
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  • Kelly Kotara commented
    October 09, 2019 17:39

    This is happening in our current environment, I'd be curious to see why yours is functioning differently...?

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