Quotes to have more lines
Quotes - Please give us drop down menu to add more than one line at a time. My Quotes are over several pages to a big customer. Adding one line at a time is not efficient.
Previously when an Item from the Products & Services is picked and when highlighted, and you push "Tab" it picks it and enters it. Now that function doesn't work instead, you have to click with the mouse. Not having shortcuts is time consuming. The previous way was better and more efficient.
Shirani Wethasinghe
shared this idea
Hi Shirani and Tarryn, rounding back to the idea here we appreciate the earlier feedback on the change in navigation with tab and selection of items.
Based on some of the feedback we received from our customers we have restored the original behaviour so that when you can use the arrow keys within a cell to highlight the item and then Tab to auto select (rather than having to press Enter).
Also appreciate your thoughts on the ideal # of lines in a quote. However, monitoring usage of quotes we don't have plans for developing an option to add lots of lines at once.
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Shirani Wethasinghe
commented
That's a pity the team doesn't think adding a lot of lines is necessary. My quotes go into 5 pages for a customer.
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Tarryn Papier
commented
While creating a quote, most quotes have more than one line item. Like with the invoicing where you are able to add 5, 10 & 20 lines, this would be beneficial to have while creating a quote instead of only having the option to add 1 line at a time.
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Shirani Wethasinghe
commented
Hi Kelly,
Ideally number of multiple lines in a quote should be 10 or 20 lines.
Yes I'm aware the short-cuts for Invoices.
I was requesting the short cuts for quotations as they were before the change happened. when you are on the key board its faster and more efficient to tab to pick the line that is highlighted. Now I have to move back to the mouse. Could you bring back what was there before?
Having the new feature to be able to acc a document to the quote is great for people who need it.