Ability to manually update DMS number in deals
closed
B
Brianna Dick
Sometimes DriveCentric saves a secondary deal number when pushed to DMS or we have manually built a deal in Reynolds. It would be very helpful to be able to update the DMS deal number manually.
Drew Adler
closed
Hello and thank you for the feedback! After review, we have decided not to move forward with this request at this time. If anything changes in the future, updates will be triggered here automatically.
Shelby Parker
Hello Brianna Dick! I have a few more questions for you:
- Can you provide more details on the scenarios where the DMS deal number needs to be manually updated?
- What is the impact on your workflow when the DMS deal number is not correct?
- Are there any specific rules or restrictions we should be aware of when implementing the manual update of DMS deal numbers?