Wednesday, May 16, 2012 1:46 PM
Is it possible in CRM 4.0, when adding products to an opportunity, to select a product "group" that will bring up or import specified products? I have some very standard "packages" I quote that will contain the same 5 to 10 items. I want to select a group and have all the items in that group appear. Then I only need to modify the quantity of each item. Also, while I do create standard quotes I create just as many non-standard quotes that can use any of the thousands of items in the price list.
Wednesday, May 16, 2012 2:53 PMAnswerer
Thursday, May 17, 2012 1:50 PM
It seems this product does not support Windows 7 64-bit. The latest release is September of 2008. It speaks of updates but looks like they were never completed.
Thursday, May 17, 2012 3:56 PMModeratorHave you tried using the product "kits" feature? A system administrator can build a collection of products, called a kit, that can then be selected from the price list. When the kit is added, all the individual products are added to the opportunity (quote/order/invoice), but I'm not sure if you can subsequently amend the quanities and prices of the products within the kit, but it's worth exploring.
- Proposed As Answer by Neil BensonMVP, Moderator Thursday, May 17, 2012 3:56 PM
Tuesday, May 22, 2012 12:53 PM
Thanks for the reply. Where do I find the product "kits" feature?
Tuesday, May 22, 2012 2:59 PMModerator