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Hi,
Is there anyway to create Quote for services? Or Make a connection between them?
tnx
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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
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