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Customer experience | Sales, Customer Insights,...
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Quote ID Number

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Posted on by

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

  • Suggested answer
    Vinit_Bhagat Profile Picture
    Vinit_Bhagat 102 on at
    RE: Quote ID Number

    Hi AshleyD 

    Good to hear that it resolved your issue.

  • AshleyD Profile Picture
    AshleyD on at
    RE: Quote ID Number

    Thank you now sorted appreciated

  • Suggested answer
    Vinit_Bhagat Profile Picture
    Vinit_Bhagat 102 on at
    RE: Quote ID Number

    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.

    pastedimage1675860049132v1.png

    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.

    pastedimage1675860405447v2.png

    This will solve your problem.

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