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Go To Estimate or Sales Order from View Contact

Last post 06-10-2015 1:02 PM by Method_Audisho. 2 replies.
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  • 06-09-2015 10:09 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Go To Estimate or Sales Order from View Contact

    I made a copy of the View Contact screen so I could add some fields.

    The link to go to an existing estimate or sales order doesn’t display the record. It brings up the screen to enter a new estimate or sales order.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 06-09-2015 1:45 PM In reply to

    Re: Go To Estimate or Sales Order from View Contact

    Hi Mahlon,

    I did some testing and it appears that the estimates app ribbon item is no longer functioning correctly. Even on the original stock screen, the records are being displayed as undefined.

    I have created a ticket for the development team to investigate and will keep you posted with any updates via this thread.

    As for sales orders, I was not able to replicate any issues on the stock or a copy of the View Contact screen. Can you think of anything else that may have caused this?

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 06-10-2015 1:02 PM In reply to

    Re: Go To Estimate or Sales Order from View Contact

    Hi Mahlon,

    The issue that I described above with estimates has been resolved. Please test this yourself and post back if you believe this to be still an issue.

    Are you still having problems with sales orders?

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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