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Having trouble doing something that I know must be simple but I cannot remember how to fix. 

We are using quotes/standard price book to create our Insertion Orders (Contracts) with our clients. 

 

When I hit "Add Line Item" on my quote, I only see the "required" fields on for the Line Item page after you select the product, but after I save and hit "Edit" I am able to see all the required AND optional fields for the Line Item page. How do I get the required and optional fields for quotes to show up on the Add New Line Item rather than just the "edit" page?

12 commenti
  1. 18 dic 2018, 19:38
    Well I've only been active in the trailblazer community for about a month, I'm sure there will be many more questions to come.
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