crm icon indicating copy to clipboard operation
crm copied to clipboard

Feature Request: link the deal with the quotation

Open ossplus opened this issue 1 year ago • 3 comments

Step: Follow the erpnext integrations document, then

  1. clicking "Creating Quotation" on the deal page,
  2. create and save the related quotation,

Current result: Currently, it is not possible to find information about the newly created quotation from the deal page.

Expected: link the deal with the quotation (e.g., insert the quotation link as comment into the Activity).

image

ossplus avatar Jan 08 '25 08:01 ossplus

You can do it via server script also you can create a child table showing all quotations and add it in the new Data Tab.

shariquerik avatar Jan 22 '25 20:01 shariquerik

You can do it via server script also you can create a child table showing all quotations and add it in the new Data Tab.

Could you please guide me in detail on this? Thanks in advance.

lamphanjk avatar May 10 '25 11:05 lamphanjk

also interested in this feature

HolyMC2 avatar Nov 16 '25 06:11 HolyMC2