Hi All,
We have updated our ERP to V7…
I have noticed that upon creation of Quotation for leads, that same quotation is not showing upon viewing the customer (after conversion from Lead to Customer)…
Like for example, i have Lead no.1111…
i have created a quotation for that lead QTN-00001 dated 15/07/2016
on 18/07/2016, this Lead ordered the items included in this QTN.
In that case, we converted the Lead to customer (example: Customer AAA)
When we open Customer AAA, there is no quotation showing.
The quotation should also be showing since the lead and customer is linked together.
Thank you…