We need to be able to enter a quote for a specific person and/or address. Currently the bill-to address for a quote is ALWAYS the company default address. An additional problem is that these details are not shown anywhere on the quote entry screen, so the user can type an entire quote and then discover that it is to the wrong person/address.
by: Mary O. | over a year ago | Customer Mgment (CRM)
Comments
This would be so beneficial. Having to go to the Person and then creating an opportunity and then a quote is so tedious especially when you are on a busy sales line.