CloudLink Ideas Portal

Load the Contact email, name and phone number in COTI

Currently, in COTI, in the header, contact email, name and phone number are not imported from SalesLink.
If a quote exists for the deal then use the contact Name from iQuote Header and then based on the company get the email and phone if available from the sales link company record.

  • Hector Catre
  • Apr 6 2020
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  • Hector Catre commented
    April 08, 2020 14:05

    Great feedback. Thanks Mike.

  • Mike Love commented
    April 08, 2020 12:11

    Hector, you might reference iQuote-I-134 & 135. They include this functionality. Thanks.



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