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Create Quote Not Working with Client page

Problem reported by Dean Vale 5 years ago

Hi there,

When I am on a client page and I wish to create a new quote, I have tried clicking the drop-down menu and it does not work.

Can you assist?

1 Reply

Hi Dean,

I am not quite sure I have understood you correctly. Are you saying that when you are on the Quotes screen on a clients account and you click the Create quote button nothing happens?

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If so, can you please raise this as a support ticket and provide the name of the client account where you are experiencing the difficulty.

If I have misunderstood your query could you please explain in more detail the steps you are taking to try to generate a quote and exactly where it is failing?

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