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 (49 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: 11594
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 (), 181 Guests and 0 Spiders online.
Key: Admin, Global Mod, Mod
Forum Stats
1865 Members
5 Forums
14499 Topics
70800 Posts

Max Online: 432 @ 01/20/25 10:17 PM
June
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