What this solution does
The module enables employees to edit values of selected product properties for each individual item within a deal, lead, or smart process directly in the product list of the card. Changes apply only to that specific item in that specific document and do not affect the base product values in the catalog.
Supported property types include string, number, and list (including the display of Yes/No for lists with two Y/N values). Editing of the service field "Purchase Price" can be enabled separately.
The module adds the "Copy/Move Products (with additional fields)" action to the business process builder. This action allows copying or moving product items between CRM elements along with the values of these custom fields.
How to configure the module:
1. Create a product property in the catalog information block.
2. Go to the Products tab in the sales funnel and configure the product output table.
3. In the module settings, select the required funnel and specify the properties to display and edit.
For “Gigabyte: CRM Product Custom Fields”, General iT can perform integration, configuration and a final check after installation.