Is there a short cut for creating a quote based on a case #?
Create a relationship from cases to quotes? If you mean clicking on a case number and creating a quote off the fly, you’d need to custom code this.
Thanks,
Will.
Is there a short cut for creating a quote based on a case #?
Create a relationship from cases to quotes? If you mean clicking on a case number and creating a quote off the fly, you’d need to custom code this.
Thanks,
Will.