reuse terms and conditions?

akillius
Kilo Expert

We have a business unit that is interested in using the Terms and Conditions section but one things is holding them back.   For certain contract types, there are standard terms that need to be applied each time.   I need a way to allow them to re-use the same term to avoid them having to do the same term over and over.   I understand that I could build a UI action that would allow them to copy and insert the record but I want to make sure that I am not missing something that is out of the box.

5 REPLIES 5

This business rule is working great and a good workaround for a feature missed by the developers. Thanks Matt!