Share
ReportHi,
Is there anyway to create Quote for services? Or Make a connection between them?
tnx
*This post is locked for comments
You’re offline. This is a read only version of the page.
Hi,
Is there anyway to create Quote for services? Or Make a connection between them?
tnx
*This post is locked for comments
Tnx
Hi,
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 :)
#1
Mohamed Amine Mahmoudi
83
Super User 2025 Season 1
#2
Community Member
52
#3
Victor Onyebuchi
6
All responses (
Answers (
