We are attempting to keep our new CRM as Vanilla as possible.
But here is my issue:
When I create an Opportunity and specify an Account and a Contact, then I create a Quote, only the Account is copied over to the Quote.
I have looked at the fields available (assuming I was just missing the ContactId field) and all I can see is a text field. Is there not a UniqueIdentier field for ContactId on a Quote and an Order.
I need this information to be carried across from the Opportunity.
We did find a table called ContactQuote which has the QuoteId and ContactId in, but it seems to be disabled and the person I talked to at Microsoft said this is not working at this time.
So I have to ask, how does everyone else handle such a simple task?
Thanks





