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Modify quick search for opportunty products? RRS feed

  • Question

  • Good Afternoon

    I have two folds question here

    1. when click on search button to add opportunity products, product names are not sorted alphabetically. It does not give me an option to modify inline edit view for opportunity product. can you please help?

    2. Is there a way to restrict users not adding duplicate product if it is already added once?

    We are using CRM 2013 online version. Let me know if you have any additional questions.

    Thanks a lot for your help in advance.

    Wednesday, July 2, 2014 6:47 PM

All replies

  • Hello,

    1. To change the Opportunity product view, you have to change the sorting of the view called "Associated view Opportunity product" (Go to Settings / Customization / Customize the system / Opportunity product)
    2. If you add a product, you can't add the Same product.

    Regards,

    Ju_li3n


    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"

    Friday, July 11, 2014 2:34 PM