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Add "New Estimate" and "New Sales Order" buttons to Prospect/Customer form
Rather than have our sales personnel have to navigate to the SALES/TRANSACTION subtab in the customer/prospect form - to create a new estimate or new sales order, we would like to add a "Estimate" and "Sales Order" button to the top of the form.
Would work much like the 'create new - estimate" action, but would simply be a button.
I know how to add a button to the form - but need a script to go with it.
I would think this may already be available - as our sales personnel immediately asked for that function.
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