Question

Opportunity DCM and Printables

Hi Guys,

Is it possible to link Opportunity DCM to printables.  For example, i only want to be able to print a particular report if DCM is at proposal. sent. Any suggestion will be highly appreciated.

 

Thanks.

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Dear Adebola,

Unfortunately, there is no possibility to link the Opportunity DCM to the printables. For now there has been registered the idea for our R&D team to be able to choose a printable based on some conditions. For example, when the opportunity is on the certain stage, then just some specific printables will be displayed. It is planned to include such functionality in one of the upcoming releases.

Best regards,

Lily

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