Proposals/Quotes and Contracts - Field Logic Updates (14545) [Enhancement]

The following logic updates have been applied to the Reason and Competitor fields for 'Lost' proposals/contracts:

  1. Reason is hidden until "Lost" is selected from the Status drop down.
  2. The Reason field has been relocated to the left of the Competitor field.
  3. The Competitor field is hidden unless:
    1.  A specific value selected from the 'Reason' field where (Setup) Document Type > Reason Code has "Capture Competitor Info" set to 'Yes.'


Pathway: Accounts > Customer Service Screen > Orders, Quotes and Contracts