Cannot see Products and Services Purchased in the Accounts Detailed view

đź’¬ General Discussion
1

Hi ,

We have recently set up Suite CRM 7.7.3 for a small business.I have created 10 different products and imported existing customer accounts. When I am viewing the Individual account I am not able to add/see the “Product and Services Purchased”. I have updated each Quotes to Closed Accepted, still “Product and Services Purchased” section has No data.

Can anybody advice?

Thank You

2

Your quotes need to have an Invoice with status Paid too, do you have it?

best regards

3

Yeah. I did it now and it worked.
Thank you. :slight_smile:

4

it does not work --> see attachment :slight_smile:
What´s wrong?

1 Like
5

@AR80OZ

is your quote Closed and Accepted? does you Quote and Invoice have Line Items?

best regards

1 Like