A file is saved when sending an opportunity to a client
Release date:
A new option has been added to the options settings -When sending an opportunity to the client, save the file to the opportunity files, which will automatically save the file in the file section of the opportunity when you send the proposal to the client.
Select to activate the settingSystem Settings - Settings - Finance - Options:
Below on the page you will find the settingWhen sending an opportunity to the client, save the file to the opportunity filesselectYesand save the changes:
Then after sending the opportunity to the customer:
The Opportunities PDF will be automatically saved to the sectionFiles:
