You are not logged in. [Log In] Adagio Home Page » Forums » General Discussion » Technical Support » Copying Quote Templates to Active Quotes SalesCQ
Register User    Forum List        Calendar     Active Topics     Search     FAQ
Topic Options
#68811 - 10/19/22 01:09 PM Copying Quote Templates to Active Quotes SalesCQ
michael862 Offline
New Guy

Registered: 12/23/19
Posts: 6
Loc: Ontario Canada
With the latest release of SalesCQ, when we find a template and copy it to a customer so that it becomes an active quote, the new active quote has been toggled as expired. Please see attached screenshot. How do we fix this ?


Attachments
Screenshot 2022-10-19 160634.jpg (54 downloads)


Top
#68813 - 10/19/22 02:21 PM Re: Copying Quote Templates to Active Quotes SalesCQ [Re: michael862]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11653
Loc: Vancouver, BC Canada
Hello Michael,

We didn’t change SalesCQ in this area.

Edit your template quote and make sure that IT isn’t set to be expired.
_________________________
Regards,
Softrak Tech Support

Top


Moderator:  Christa_Meissner 
Who's Online
0 registered (), 566 Guests and 0 Spiders online.
Key: Admin, Global Mod, Mod
Forum Stats
1867 Members
5 Forums
14567 Topics
71092 Posts

Max Online: 1148 @ 11/22/25 01:55 AM
November
Su M Tu W Th F Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
Board Rules · Mark all read
Contact Us · Adagio Home Page · Top