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

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updates:requests-quotes-possibility-to-set-up-language-specific-default-documents [2021/10/07 14:26]
stewart created
updates:requests-quotes-possibility-to-set-up-language-specific-default-documents [2021/10/11 11:17] (current)
bartek
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-==== DEFAULT SALES DOCUMENTS ====+====== DEFINING LANGUAGE FOR SALES DOCUMENTS ====== 
 + 
 +[{{ :leon:quotations:language_quote.png?300| 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** 
 + 
 +{{:leon:documents-manager:language.png?nolink|}} 
 + 
 +2. The **client** or the **client representative** needs to have the language specified in their **profile page** 
 + 
 +{{:leon:phonebook:client_language.png?nolink|}} 
 + 
 +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.  
 + 
  
-Possibility to define language-specific default documents has been implemented. 
  
updates/requests-quotes-possibility-to-set-up-language-specific-default-documents.1633616786.txt.gz · Last modified: 2021/10/07 14:26 by stewart