HELP - having trouble with changing customer on estimates

Question

Hello community!

Anyone else having issues with the estimates transactions?

We currently have a saved estimate, trying to change the customer from one to another but it just refreshes & goes back to the original customer.

I've cleared the cookies, tried to change the forms & the same error is occurring.  We have tried 3 different browsers - same issue with all 3 browsers

Any suggestions to try to figure out what the problem is would be greatly appreciated

Thank you in advance for your help

Lee Ann R · Accepted Answer

FYI ~ I was able to resolve this, it was a workflow issue

I UNTICKED the boxes highlighted below & set the Event Types as Copy, Credit, Edit and I was able to change the customer

Posting this so others who may run into the same problem know what to do