Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

Account - Quotes Associated view

$
0
0

If I look at an account - I see a summary of the opportunities, quotes and orders on the right hand side of the screen.  However, the default for the quotes is any quote raised against the account, rather than any quote raised against the account or any contact within that account.  I can click on the associated view icon to then change this, but can I change the default behaviour of the Account screen to display both quotes sent to the account or to the contact tied to that account.

Thanks


Viewing all articles
Browse latest Browse all 82002

Latest Images

Trending Articles



Latest Images