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Estimate screen - CRM vs. Field Services

Last post 05-21-2012 11:56 AM by John M. 1 replies.
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  • 05-21-2012 10:30 AM

    Estimate screen - CRM vs. Field Services

    Reply Contact

    We have just added the Field Services specialized app and notice that the Estimate tab link in Field Service Center is different from the Estimates tab link in Customers.  Do these have different functions?

  • 05-21-2012 11:56 AM In reply to

    Re: Estimate screen - CRM vs. Field Services

    Answer
    Reply Contact

    Greetings,

    I use the field services center daily.  The major difference between the two is in field services estimate screen, is the abilty to change a estimate to a work order.  Other than that...they both use the same data and such. So if you create a estimate in CRM it will show in field services. 

    John M
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