Howdy All,
For some reason, generated quotes are not showing in the Account details subpanel. To find a clients quotes, I have to go in to quotes and search for it.
On other installs I have done of Suite, they are there under the account.
Any ideas?
Cheers
Hi there,
What version are you using? Is there a quotes subpanel? Does the quote have an account associated to it?
Thanks,
Will.
Iām using 7.1.3
The quote was created via the account. The quotes subpanel shows just says no data underneath :s
I have the same issue. Iām using the latest SuiteCRM package.
The quote associate with an Account, but I need to go to Quote module to search for Quotes. No Quote list show in Account.
Hi, I solved this by added a Relationship One to Many from Account to Quotes in Studio. Hope that helps.