I want a column in the quotation specifically for the purchase price, so that I can enter the purchase price for each item. Additionally, I need another column for the margin percentage to help me calculate the selling price. It is also essential that when I print or generate a PDF from the studio, the purchase price and margin percentage remain hidden, and I receive the total purchase price and selling price at the bottom. Is this possible? I attempted to do this in the quotation line management in the studio, but I encountered an alert message and the screen became unresponsive.

We pick up materials from the client's location for service. Then, we repair the materials at our facility, and sometimes we also send them for repairs to outside. Can we track through CRM how much material we currently have from clients and, if it's given for repair, when we need to pick up which materials?

Mass Update isn't working in CRM

I'm facing issues with including the task type field when checking in or out on tickets. I am unable to do it. Can you provide guidance on how to address this?

My mass update isn't working