Job description
On our website, there is a form created using Gravity Forms that transmits information via Make to B24.co.uk. Here are 4 things that need fixing:
1. the customer and the unit should be added manually to the deals - the automaton does not get this information from the created deal. The automaton should send this information to b24 to the bid through make.
2. In the offer in the "products" tab is automatically selected "price includes tax", this should be unchecked.
3. payment terms were not sent from the form to b24.co.uk.
4. "ID:" from gravity forms should copy to the field " Inquiry and bid number (internal):" in b24.co.uk
Details:
https://docs.google.com/document/d/1BmL_lr9NyZN8sxSww07CxRGVJpEGzv8x_hjRaShsS_M/edit