Method:Classic General Q&A

Re: How do I use a custom Estimate screen from "New Estimate" tab in Opportunity?

Method_Justin — Fri, 19 Dec 2014 22:08:43 GMT

Hi industrialrobotix,

Sorry for the late reply. One thing you can try is to copy your custom screen and select Replace links to an existing screen, choosing your old Estimates screen. If that doesn't work, call in to our support line at 1.888.925.6238 x.2 and we'll be happy to take a look with you.

Hope this helps!

- Justin

Re: How do I use a custom Estimate screen from "New Estimate" tab in Opportunity?

John M — Fri, 19 Dec 2014 18:00:39 GMT

Greetings,

You have to go into the oppotunity screen and change the new estimate button.

John M

How do I use a custom Estimate screen from "New Estimate" tab in Opportunity?

industrialrobotix — Fri, 19 Dec 2014 14:08:25 GMT

I made a new custom Estimate screen so I can add text and pics to my estimates. When I go into "Customers" and then select "Estimates" the new screen is used, however when I select "New Estimate" from an Opportunity, it defaults back to the original Estimate. Right now I just save it, then go to my Customers tab, then select Estimates, and the new custom screen I made appears.

How can I change that so that when a New Estimate is created from an opportunity, it goes to my custom screen?

Thanks!