I have a situation where when creating a quote there is no field to enter a quote number, however once the quote has been made you can go back and edit it and then you can add one. Does anyone know why the field isn’t there initially?
Also is there a way that the CRM can automatically generate quote numbers instead of everybody entering manual ones?
By default, SuiteCRM has the auto number field for the quote no. If you want to have your custom numbering then you need to create a custom field from the studio and make it required field. That’s the reason it is read-only during the creation of the record.