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ReportIs there away to show the quote ID number on an order form so that the accounts team can see all the relevant details.
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Is there away to show the quote ID number on an order form so that the accounts team can see all the relevant details.
Thanks
Hi AshleyD,
To see the "Quote ID" number on an Order form, Add "Quick View Form" of "Quote" entity on Order entity form and add the Quote ID field on Quick View form.
See the below screenshot.
To add the Quick View form, Go to customization=>Open the Order entity form=> Click on Insert tab => Click on "Quick View Form" button as shown below.
This will solve your problem.
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