Test Drive contract data: city of residence

General Description of the Feature

For this feature created dynamic field "City Of Residents {Header.CustomerCityOfResidence}" this field is related the field in Contact Person and Test drive popup window.

Select a Contact Person this the field  "City Of Residents" completed 

then Sales person creates Lead and Test Drive appointment

From the Action button meu user can select the option Test Drive Contract                                                             The City Of Residents is already completed

In the Test drive contract there is the dynamic field City Of Residents is already completed

If the selected Contact Person Hasn't the filed City Of Residents completed,                                                             In the Test Drive contract popup window user need to complete the field to create the Test Drive contract

In the Test Drive contract the dynamic field is completed 

Then, if the user opens the Contact Person card page, the "City Of Residents" field is already filled in.

Business Benefit 

This feature allows the "Contact Person" field to be automatically filled in the Test Drive contract and vice versa.

Configuration 

Ν/Α

Additional Information