Hello I'm very new to CRM and I'm hoping this is a simple thing. Thanks for reading and thank you in advance for any guidance.
We're running CRM online 2016 version 8.1 if that helps.
I haven't been able to get Product description to display on the add product sub grid in opportunity or quote if entered manually it works which lead me to believe it was just a relationship thing.
I also have a few custom fields in the product entity and the same sort of behavior, I can tell there is a pointer to the product record inside the quote product record but it would appear that I need to copy the data from the product record into the quote product fields to be able to get it to show up on the quote product form or the word templates.
I checked the field types are the same and the mappings are displaying there but no joy on the data.
I contacted support and after some testing and agreement that the fields weren't showing up I was told it was by design and to contact a partner.
I'm hoping someone can help steer me in the right direction I'm not sure if it's the best solution but what I'd like is when the quote product record is created it's checked if it's and existing product or a write-in product and if existing it just copies the field data from the corresponding product record, if the user decided to edit the description or other fields from there that is currently ok.
Can this be done with workflows or business rules on the entity? or is javascript the only way? I'd prefer if it acted on record creation but if it's on the action in the form I can work with that, I tried some script before but couldn't seem to access the quotedetails subgrid it seemed like it had a delayed on load and trying to create the handler from the main form on load was failing.
I'd also be curious how to get all the sales person's user data attached to the quote record so I can map the xml fields in word to show their ph & email etc.