Hi,
I have this case:
- I create a potencial
- From this potencial I create a new quote
- New quote is edited and sent by mail (button send mail)
- Mail sent appears in Emails section for Quote, but not for Potencial
- If I convert the quote in an invoice the history repeats, emails are storage just for new invoice, but not for entire potencial.
- I can not track the entire potencial develop, I have to go from Potencial to Quote to Invoice and come back... in order to review mails.
Another case:
- I create a potencial
- From this potencial I created a new quote
- Several documents are attached to new quote (in my case: catalogs, art works, etc.)
- I can´t see from Potencial documents of its quotes or invoices.
Would be great that we can track the entire Potencial develop: quote mails, quote docs, invoice mails, etc. in just one place -Potencial page-.