Hello All,
Does anyone have a business case where they needed to create tasks that relate to specific quote lines? If so, what did you do to create this “relationship?”
As I understand it, tasks can only be created for the Quote (QuoteHed) itself. Often times our quotes will have many lines, but one or more lines have specific tasks that need to be done. To make it more complicated, both lines might need the same task to be done so if the two tasks aren’t directly related to the line, users can get confused as to which task relates to which line and which one is complete etc…
Has anyone had to deal with this situation? If so, how did you approach it? Customization, no customization?
Any ideas or opinions are welcomed.
Respectfully,
Utah