Opportunities file storage when a document is sent
Release date:
The settings of the opportunities module have been supplemented with a new functionality, with the help of which, when an offer is sent to a customer, a file is automatically saved to the opportunity:
Select to enable this 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 files- selectYesand save the changes:
