Discussion List

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  Show Customer Related Transactions (specifically Estimates) When Searching By Customer Name

  Open paula.courtemanche 31 views 5 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Mar 26, 2021 2:31AMAsk A Guru
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  Quote multiple customers without "closed lost"

  Open User_U78W1 21 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Mar 22, 2021 10:45PMAsk A Guru
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  What role do you have to be in to prepare a Quote?

  Accepted Answer Kellyann 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Mar 3, 2021 7:48PMAsk A Guru
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  Estimate/Quotation Versioning?

  Open User_IJJB2 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Dec 10, 2020 5:59PMCRM
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  Can the Item Field in the Line Items in an Estimate be set to not be mandatory?

  Accepted Answer paula.courtemanche 21 views 4 comments 0 reactions Most recent by paula.courtemanche Nov 11, 2020 4:31PMAsk A Guru
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  Saved Search join to pull Contact Name for Estimate

  Accepted Answer SAConsulting 13 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle Nov 2, 2020 7:40PMAsk A Guru