This may seem a very silly question from someone who has been using the system for a while but …
When I import line items into quotes, it allows me to view the line items at the end of the Import via a Line Items edit screen. However, I can’t find this anywhere in the system as a drop down option from the main dashboard or anywhere else. How can you get into this from the app ?
On the exact same issue, I wanted to create a couple of new line item groups, which we haven’t used in the system, specifically for some new quote line item imports. However, I can obviously create these by doing so in a quote but can’t find any way of maintaining these within the system - am I missing something ?
This seems very basic but has got me scratching my head.
It seems that there should be a part of a module that allows these to be maintained within the application itself but I can’t seem to find anything or I might be missing the obvious.
Any pointer gratefully received.
SuiteCRM 8.2.4 Running on hosted Linux Server