The issue is when you go to an existing account, go to relate quote, and quick create a new quote from there, the customer account field does not populate to the main quote form. Please let me know how to solve this problem. Thanks!
Hi,
Make sure you are saving the parent form before creating the child record. Do not assumed that the auto save feature is working and saving your changes.
That is probably causing the issue.
If this was helpful, please check it as verified to help others finding useful information.
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That is not the reason causing the issue. Saved the parent form, and when you open the quote form, all other fields are populated except the account name.
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