If a customer contact has existing estimates, when I click on one to view it, it takes me to the "new" estimate screen and does not bring up the existing estimate. The only way I can view existing estimates for a contact or opportunity is to go to the estimates list and search....the link isn't working even though it's shown as existing
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In Method old, I had a text box I created where I can write a description and add images to the estimate. I have also done the same in Method new, however when I try to add an image, I do not have the feature to "browse" for the image, it only allows me to type in the source in the box....can the "browse" function be added?
Thanks