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updates:requests-quotes-possibility-to-set-up-language-specific-default-documents

DEFINING LANGUAGE FOR SALES DOCUMENTS

Language-specific quote document

Possibility to define language-specific default sales documents has been implemented.

There are two steps to set up this functionality:

1. The particular document needs to have language specified in the Document Manager under Settings tab

2. The client or the client representative needs to have the language specified in their profile page

In the Quote Requests section, when sending some document to the client or client's representative, the system by default will select the document set up in the corresponding language to be sent.

If no language is specified in the Document Manager, the system will by default select the document in English.

Additionally, in Document Manager there is a new filter allowing to filter the documents by the specified language.

updates/requests-quotes-possibility-to-set-up-language-specific-default-documents.txt · Last modified: 2021/10/11 11:17 by bartek