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TimHystat

Opportunity and Quote Number - CRM

Posted By

Hello All,

When we create an opportunity it creates a numerical number i.e. 100,000.

We the create a Quote within this Opportunity and it creates a different number.

Is there a way that we can have the Opportunity number the same as the Quote number?

Thank you

Tim

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  • 0

    Is the number created on the opportunity a standard field? If so, which one? What are you trying to achieve by doing this? If you had more than one quote on that opportunity, you'd get the same value on more than one quote.

    If you want to be able to link the quote to the opportunity, the quote already contains the opportunity ID.

    If you do just want that number, then create the target field on the quote, and then have a small table script on the quote that sets the value to be the same as the one on the opportunity. How well do you know tablescripts in CRM?

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  • 0

    Is the number created on the opportunity a standard field? If so, which one? What are you trying to achieve by doing this? If you had more than one quote on that opportunity, you'd get the same value on more than one quote.

    If you want to be able to link the quote to the opportunity, the quote already contains the opportunity ID.

    If you do just want that number, then create the target field on the quote, and then have a small table script on the quote that sets the value to be the same as the one on the opportunity. How well do you know tablescripts in CRM?

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