Sectionkey support was added to the Report Quote Recap dated 2015-08-11; the Quote Id is the sectionkey. This enhancement supports the generation/saving of this report in CRMAnywhere in SAMPro Version 9.0 and above. The appropriate registry entries must be made to support this functionality. The first two options are required for CRMAnywhere; the remaining to archive the report in SAMPro.
For an option to automatically run this report when the Quote Approval Wizard is run: Launch Report Quote Recap WO after the Approval Wizard Runs.
Registry Id: sys-report-rqtercp
Setting Key: autosavefilename Setting Value: QuoteRecap,^sectionkeyvalue^-,^date^
Setting Key: autosavebysection Setting Value: true
Setting Key: autosave Setting Value: true
Setting Key: autosaveoverwrite Setting Value: true
Setting Key: autosavedirectory Setting Value: pathtodirectory
Setting Key: autosavefiletype Setting Value: PDF or DBReport