Differences

This shows you the differences between two versions of the page.

adminhelp:usersadministration:usergroups [2018/06/01 07:27]
mnikolic [Setting up a Landing Page]
adminhelp:usersadministration:usergroups [2018/07/04 05:07] (current)
mnikolic [New Project/Quotation Landing Page]
Line 72: Line 72:
   * **Default (Pre-populate) with User Info** and **Default(Pre-populate) with User's Company Info** for the **Bill To** customer role.   * **Default (Pre-populate) with User Info** and **Default(Pre-populate) with User's Company Info** for the **Bill To** customer role.
 If **When creating a new quote, require customer to be selected first** is on and the two options for prepopulating data on the **Customer Role Defaults** page are selected, users will land into **Catalog** with an empty quote in the background since the **Customer Info** tab has been prepopulated. If **When creating a new quote, require customer to be selected first** is disabled and **Create Empty Quote First** is **TRUE**, users will land on the **Quotation** tab of an empty quote. If **When creating a new quote, require customer to be selected first** is on and the two options for prepopulating data on the **Customer Role Defaults** page are selected, users will land into **Catalog** with an empty quote in the background since the **Customer Info** tab has been prepopulated. If **When creating a new quote, require customer to be selected first** is disabled and **Create Empty Quote First** is **TRUE**, users will land on the **Quotation** tab of an empty quote.
-<note>Whenever **When creating a new quote, require customer to be selected first** is enabled, regardless of other settings, a new quote is created in the system. The only scenario in which a new quote will not be created is if both **When creating a new quote, require customer to be selected first** and **Create empty quote when no start page is defined** are disabled.</note>+<note>Whenever **When creating a new quote, require customer to be selected first** is enabled, regardless of other settings, a new quote is created in the system. The only scenario in which a new quote will not be created is if both **When creating a new quote, require customer to be selected first** and **Create Empty Quote First** are disabled.</note>
You are here: CallidusCloud CPQ Online HelpAdmin Page HelpUsers AdministrationUser Types