見積書：承認プロセスの起動条件
「割引を含む見積書を作成した場合に上長承認が必要」というルールを盛り込んでいます。
しかしZoho CRMでは見積書内の小計後の[割引]または[調整]を承認プロセスの起動条件に設定できますが、
明細の
商品ごとの項目である[商品名]や[割引]を起動条件にできません。
上記が設定できないうえに項目を非表示にもできないため、
「商品ごとの[割引]は使わないでください」と口頭で周知しています。
Salesforceではできていたので残念です。
もしこのような問題を解決したという方がいらっしゃいましたら、
教えていただけないでしょうか？
別件ですが、小計後の税を毎回手動で設定しなくてはいけないのもミスがありそうで怖いですね。
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