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Open full quote screen from Quote Associated View

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Posted on by Community Member Microsoft Employee

Dear Community,

When I click on the button [ADD NEW QUOTE] from the Quote Associated View in the Accounts entity, I get a small quote screen which auto fill the data from the selected account. However I do not see the rest of my entity so I will have to save the quote first and then go to the Quotes screen and open the newly created Quote. Then I will see the other fields.

This is the small quote fill in screen after i press the Add New Quote button:

Is there a possability to show the full quote screen when I click ADD NEW QUOTE so I can fill in the whole quote from the Accounts entity. But with pre-filled account data.

Thanks in advance,

Sincerely,

J. Erdogan

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