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Service | Customer Service, Contact Center, Fie...
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Import quote revision number

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Posted on by 390

Is there a way to import quotes (through Dataflow) with a revision number?  We use a different quoting software and once approved will send it to FS365 but I'd like the Revision numbers to match between systems.

  • Ram Prakash Duraisamy Profile Picture
    2,289 on at

    Hi,

    Revision number is autogenerated, it's better you can create a custom fields and sync the same.

    Let's wait for others comments as well

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