I have encountered an issue whereby Opportunity details are not being pulled through automatically when creating a new quote. The Opportunity name needs to be entered manually for instance. Everything seems to work correctly otherwise, and the quote is attached to the right opportunity, but there is now margin for error when these details need to be typed manually.
Can anyone please advise what might be causing this problem? Is it a vardef issue?
Yeah that will be related to the problem, your opportunities module sounds like it was pretty messed up. You can check if you have custom fields by looking for this table in your database opportunities_cstm also custom fields have an _c as part of their name.
Are you on a Linux server? If so I would temporarily set all file permissions to 777 then do a repair and rebuild once again.
You could also try removing the custom/modules/Opportunities/ folder from the file structure. This should reset your module back to default but its hard to say if that will fix the problem without a better understanding of whats wrong.
Thanks Andy, I might try that over the next few days.
Any idea why the Quotes sub panel has disappeared? I put the original folder back, repair and rebuild and confirmed it is visible as a sub panel on Opportunities in Studio, but it does not show on the Opportunities detail screen any more…
In the meantime I have managed to recover my Quotes sub panel by recreating the relationship between Opportunities and Quotes. So I’m back where I started (I think) with details not being passed automatically between screens.
The link between Quotes and Invoices now seems to be broken too - the related invoice info is not displayed on the Quote details or sub panels
Thats because those are custom relationships. Notice how they have an _c after the name. That means they have been added manually by studio or installed that way by a module. But a module should really install non-custom relationships.
You can export records in csv format and include related id’s so when you import the records for both modules the relationship is created but its tricky and you really need to fully understand what your doing.