• Opportunities without order

    Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…
  • Table level script on Opportunity auto created by Quote

    I am working in a system that auto creates an opportunity when a quote is created. I would like for some data from the quote to be populated on the opportunity. A simple example would be the Quote Reference ID. I would like this to populate in the description…
  • Quote - Add field to web picker -- not saving

    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…