http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/20460.aspxTue, 07 Jan 2014 15:48:54 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20460Method_Adam0http://forums.method.me/cs/forums/thread/20460.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20460<p><span id="mce_0_start" style="overflow:hidden;">Hi Adrian,</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>With the stock CRM system you cannot duplicate an estimate or quote. However, this is something that can be done through customization.</p> <p>What you would do is use the Insert Record Into Table action to <span id="mce_1_start" style="overflow:hidden;">insert a new Estimate, and&nbsp;</span>use the values on the Estimate screen to&nbsp;<span id="mce_2_start" style="overflow:hidden;">input into the new Estimate record. The actions for this are similar to how the &quot;Create Sales Order&quot; button works on the Estimate screen. However, instead of creating a Sales Order, you are creating a new estimate.<span id="mce_3_start" style="overflow:hidden;"></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;">Hope this helps,</span></span></p> <p>- Adam</p>http://forums.method.me/cs/forums/thread/20455.aspxTue, 07 Jan 2014 03:53:47 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20455Adrian.Cortez0http://forums.method.me/cs/forums/thread/20455.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20455<p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_5_start" style="overflow:hidden;"></span><span id="mce_1_start" style="overflow:hidden;">Is it possible&nbsp;to duplicate a quote&nbsp;like you can an oppurtunity?</span></span></p> <p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_1_start" style="overflow:hidden;"></span></span><span id="mce_3_start" style="overflow:hidden;"></span></p>