Help please! I want to add a field to what I think is considered the "web picker" on a quote. Based on my understanding of the new quote screen, the area that I want to add a field to actually is representative of the opportunity record and not the actual quote record.
I am attempting to accommodate a Co-op relationship where a buyer purchases for a group of members. Both the buyer and the member need to be represented on the quote and the buyer and the member are represented as a company in Sage CRM. I am using the Company as the buyer and the For Company as the member.
The For Company is setup as a SSA field on the opportunity record. The problem that I am having is that the "For Company" is not saving to the opportunity record when the quote is saved.
Currently users are not creating an opportunity and then a quote as the opportunity is an unnecessary step we had hoped to remove. The system "automatically" creates the opportunity when the quote is saved..but it is not the first step in the sales process. The actual quote is.
If I make the opportunity the first step, I can add and save the "For Company" there. Once the oppo is created, I can then go to the quotes tab and create a quote and the "For Company" is automatically populated along with the company and person as this is all saved on the opportunity.
I know I am going to get push back from the client, if I require them to create an opportunity -- then the quote.
I am hoping that I have done something in the SSA setup that is preventing it from saving when it is populated during the creation of the quote.
Any assistance would be greatly appreciated! Thanks!