HI,
I am trying to crate a new menu say “Service” and want the “Quote” and “Invoice” module to fall under service tab menu,
same for say if i create “Inventory” the “Product” & “Product Catgory” should fall under this tab.
The working process of the modules remains the same.
Hi,
Thanks for reply.
Could you be more specific. I tried doing what you said.
Admin>Configure Module Menu Filters>Add filter
Named the filter “Client Servicing” and added following four modules to it:
Product Category
Product
Quoute
Invoices
Save and deploy
Now what to do? This isn’t shown anywhere where to use this Client Servicing as a Menu?
Also tried Dropdown Editor but no luck.
Also i am unable to see these buttons in my crm as shown in SuiteCRM documentation for quote.
It would be highly appriciated if you can just help me find those too.
The buttons should be available under the drop down next to the edit button in your screen shot. Alternatively you can turn off “Display actions within menus” in the system settings by navigating to Admin -> System Settings.