Missing ContactID on Quote and Order

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Posted on by FallingThroughTheCr...

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We are attempting to keep our new CRM as Vanilla as possible.

But here is my issue:

When I create an Opportunity and specify an Account and a Contact, then I create a Quote, only the Account is copied over to the Quote.

I have looked at the fields available (assuming I was just missing the ContactId field) and all I can see is a text field. Is there not a UniqueIdentier field for ContactId on a Quote and an Order.

I need this information to be carried across from the Opportunity.

We did find a table called ContactQuote which has the QuoteId and ContactId in, but it seems to be disabled and the person I talked to at Microsoft said this is not working at this time.

So I have to ask, how does everyone else handle such a simple task?

Thanks

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AndrewLy365lyf 1,356 Most Valuable Professional on at

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RE: Missing ContactID on Quote and Order

The following should be able to fulfil your requirement.

1) Within Quote entity, create a new lookup field called "Potential Contact".

2) Create a new workflow called "Populate Contact on Quote", run when Record is Created

a) Include a Check Condition Step (Opportunity Contains Data)

b) Include an Update Step (on Quote) - Update the Potential Contact attribute .. set this to look for Opportunity (Contact)

3) Activate the workflow