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Product Bundles

The product bundles and product list help manage the opportunity products.  To turn on go to Settings and check Enhance Product List. 

The enhanced product tab will give you more options with products.  You can arrange the products into a specific order or create a Microsoft Word document.


The product data entry screen can be redesigned and have multiple forms to pick from. The data entry form can be changed by clicking the design toolbar button, more information on the form designer can be found here.


The products table comes with two math formulas, one to calculate the discount and one to calculate the sub total.  These can be adjusted or added to, to suit your needs.  More information on math can be found here.

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Article ID:
product_list
Views: 230
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:30 PM
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