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

Last post 12-19-2014 4:08 PM by Method_Justin. 2 replies.
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  • 12-19-2014 8:08 AM

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

    Reply Contact

    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! 

  • 12-19-2014 12:00 PM In reply to

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

    Reply Contact

    Greetings,

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

    John M

  • 12-19-2014 4:08 PM In reply to

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

    Answer
    Reply Contact

    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 

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
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