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Opportunity status in the configurator and product export columns

Change an opportunity's status without leaving the configurator, and choose which columns all-products exports include.

Highlights

Opportunity status in the configurator

You can change an opportunity’s status directly in the configurator, without going back to the opportunity overview.

Choose the columns of product exports

All-products exports let you choose which columns to include, and spec fields are exported as separate columns, so the file is ready to filter and sort.

More improvements

  • Formula snippets and guide. Save reusable formula snippets. The formula guide is part of the app.
  • Roles from the members table. Change a member’s role directly in the region members table.
  • Price book overview. The overview shows the names of additional price books.
  • Entry cabinet drawings are available for flat and segmented displays.
  • BOM. Display specs are grouped under subheaders.