Create Quote Not Working with Client page

Problem reported by Dean Vale 10 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?

file

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?

Reply to this problem

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are