How do I link the Quote number to Sales order and/or Invoice instead of the Quote name?
Hi,
I have noticed that when I create a quote and then convert onto a sales order, the quote subject appears on the sales order. I had a look a this and it is a lookup field so I tried to replicate the same with one for the Quote number but no luck, it always brings the subject instead of the number. Also I need to manually select it when it would be good to do this automatically.
Is there any workaround for this? Autonumbers are no good as I'm using them already for all three (quote, sales orders and invoices).
this is quite important as it is creating confusion with my customers when they say a SO number which differs from the invoice number and there's no mention of those in any. Any solutions or even temporary solution?
Thanks
Ed
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