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Created by Isobel Honour
Created on Sep 15, 2017

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Disable quote creation at division level- Web CRM

Currently, within Web CRM customers are able to add quotes at division level and users should only be able to log quotes under a contact/sales lead etc. Hanlin are getting an error message when trying to confirm over to the accounting system as it is trying to confirm the quote under the divison and not the contact. 

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  • Arthur Ashdown
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    |     Aug 20, 2019

    We could make it easier / more obvious to select a contact when a quote is created.

     

    We could also ask to select a contact when trying to create a document such as an email.