Version | 2.100 and up |
|---|---|
Role | Product Manager |
ADvendio Edition | AMS |
Challenge
When you are working with prices on an annual basis, updating prices for a new year can be a tedious process.
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Solution
Copy the Rate Card
We want to help you to overcome this challenge with our Copy Rate Card feature.
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You will receive a toast message stating that your rate card gets created and you will receive a message via email when the process is complete. Afterwards you can check your newly created rate card and update the rates.
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Modify Ad Prices
An easy way of updating your prices is to use list views. In Classic or lightning Salesforce allows mass editing. Therefore create a list view with a filter that shows the Ad Prices (Example: all prices belonging to one Rate Card) you like to modify and then change and save.
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To update package prices we recommend you to use the 3.6.2 Package Manager.
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Setup
Add the action button to your Rate Card layout.