Hi,
As AOS is setup by default, Contracts are only shown as submodule on Quotes. We would like to be able to relate Invoices with Contracts as well.
I can easily create a new relationship between Invoices and Contracts in Studio to manually link invoices to contracts.
What would then be missing is that the Quote<->Contract relationship would get lost in the AOS workflow, when I convert a Quote to an invoice. In order to amend this, I assume I’d have to extend the functionality of the Action “Convert to Action” in the Quotes module.
Can someone give me some pointers how to best go about doing this?