Hi,

Each time taht we open SalesCQ, we have to open the Customers grid or the Inquiries | Customers grid.

Next, we open any customer record then (we don't need to make any changes) close the customer record again.

Then we go to the Prospects grid and open one of the Prospects you previously assigned a new Tax Status and a Tax type the Tax Group is OK and the Tax Type are assigned and display ok

Other wise the Tax Type is missing

So the have the Tax Group and the Tax Type display even we open a prospect first it's possible to return to customer do the instructions that you gave me then the tax group and the tax type are assigned

Monique


If you were to create a quote for this prospect, does the correct Tax Status display or a blank?

Please let me know. Thanks,