Process Definition with Quoted Line Items

Is it possible to create a process definition where upon a quote status changing to a certain perimeter, the system with populate a field on the Account record with a list of the line items used in that quote? This way, we can see that list when future quotes are created, without having to do a lot of research. Ideally, it would populate with the Quoted Line Item Name and the Date of the status change. Basically, it would create a running list of what the customer purchased and the date it is bought. 

Thanks! 

Parents
  • We had implemented for a customer something which may help you: Last Purchases Dashlet

    It is a dashlet visible in the Quotes record view when an Account has been chosen in the Quote.

    By clicking a QLI from that dashlet, a copy of that record is added into current Quote.

    André Lopes
    Lampada Global
    Skype: andre.lampada
Reply
  • We had implemented for a customer something which may help you: Last Purchases Dashlet

    It is a dashlet visible in the Quotes record view when an Account has been chosen in the Quote.

    By clicking a QLI from that dashlet, a copy of that record is added into current Quote.

    André Lopes
    Lampada Global
    Skype: andre.lampada
Children