MM updates don't transfer to RM



1 comment

  • Official comment
    Kurt Wilson


    Great feedback - thank you! 

    1. I'll look further into this. I can understand your use case. Of course, the concern is that it would overwrite any changes made in RFMS to those note fields in the meantime. This is the reason for the current design.

    2. This is a result of the inability to adjust line item sorting once a quote has been created in RFMS. I'm not sure there's any hope on the horizon for this one. 

    You could address both of the above issues by creating a new, related quote when you export changes to RFMS. Is that an option for your workflow? 

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