Option to define a default Loan option
Be able to choose a default loan that shows up on the proposal by default. The rest of the loans can be chosen from the drop down menu
15
votes
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Diego Ponte
commented
Allow me to adjust the order my loan options appear in the quote preview dropdown.
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Sean O'Brien
commented
I would like to set a default loan that my customers open up their Quote on.
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Sean O'Brien
commented
I would like the ability to set a default loan on a project