Creating a Quote Based On A Case

English Language - Forum Advanced OpenSales, Workflow, Portal support
1

New to SuiteCRM and absolutely loving what I am seeing so far and hope to learn, develop, and contribute to the community.

I have been asked if there is a way to create a quote based on a Case.

Workflow is
Someone Creates A Ticket/Case
Some of the Cases are billable
User wants to be able to generate a ticket based on a Case #

Is this something that is built in.

If so… How do we do it?

And if not. What is the best way to start looking at customizing the modules.

Thanks,
Scott

2

Not something that is built in but you could create a cases <-> quotes relationship, but you would need to do some customisations in the modules if you needed to post through case numbers for the Quote etc.

Thanks,

Will.