Hello--I am creating a customized Quotes module to accomodate uploading Quotes for various Accounts (all of which we already have uploaded into Zoho).
There are multiple line items (part #s), that make up 1 quote. I'm wondering how to set up both the Accounts module and the Quotes module, such that when I import an excel file into the Quotes module, and that excel file has multiple part #s attached to one account name, each of those part #s that are part of Quotes, also (and its respective price), get consolidated cleanly into the Accounts module.
Right now, they are filling up an entire page rather than being organized into one space.
Thanks,
Deanna