News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... how do I rename a quot...

Customer experience | Sales, Customer Insights,...

Unanswered

how do I rename a quotation from the default 'account name'?

(1) Share

Report

Report

Posted on by Community member

I'd like to rename all of my quotes to make each one easier to identify from the opening table of 'My Quotations'. The current default for a quotation name is the customer account name. This is fine if that customer has only one quotation, but very inefficient if there are several quotations for the same customer, and the only unique identifier is the quotation number.

Can I edit the quotation name from the default 'account name' to something like 'Red Delicious Apples - 5lb.' or 'Various Mechanical Accessories', etc.

All responses Img

All responses (0)

Answers Img

Answers (0)

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2

Martin Dráb 230,370 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans