Announcements
No record found.
Hi,
Is there anyway to create Quote for services? Or Make a connection between them?
tnx
*This post is locked for comments
i assumed the service means case module in CRM. If you wish to copy Quote field value to Case's field.
1. You can either create a java script and associated to a custom button.
- Too many efforts, not recommended.
2.Create a on demand workflow and create a custom quote lookup field in case.
- Less efforts, but user required to manually open the case.
3. Create a connection, but when there is a specific report for this type of relationship, it need more extra efforts.
4. Create a lookup field, using field mapping,
- require user to create case from quote.
Good luck :)
Tnx
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
ScottDurow 2
GJones 1
