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Created by Guest
Created on Feb 25, 2026

Improved Suggestions & Recommendations When Replacing Products

When replacing product, please auto suggest 'My Products' in same subcategory. Still start with the cursor in the search field as it currently is, but having the list of likely replacements is a good place to start. It's likely that a speaker will be replaced with another model of speaker, or the same idea for an AP or an amplifier, etc. Also, it wouldn’t hurt to be able to replace a product with itself (same model) to act as a type of ‘update from catalog’. Currently, the product getting replaced is auto filtered out of the search results.

Also consider allowing us to configure what is recommended as a replacement.

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1 MERGED

Be able to set replace for each item

Merged
When I click replace on an item, it usually gives me irrelevant items. It would be nice to be able to set those in the catalog so it gives me the items I normally would want to replace them with. I change brands based on location often but always ...
Daniel Meissner 3 months ago in Opportunities & Quotes 0