+7Hi,
We can add Related Account (referance to another customer - Customer B) to a SalesQuotation belonging to Customer A.
When we open Customer B - we can not see which Sales Quotations are ralated to this customer. Do anybody knows where to find it (overview of related SQ to a customer)? Account CRM does not contain this information.
Br.Barbara
Best answer by Annjse
Hi
There is currently no overview that shows quotations (or other CRM records) where the customer is added as a related account. I agree that such an overview would be useful, but we have not been able to implement it yet. It may be included in a future release.
Best regards,
Anna
+11Hi
There is currently no overview that shows quotations (or other CRM records) where the customer is added as a related account. I agree that such an overview would be useful, but we have not been able to implement it yet. It may be included in a future release.
Best regards,
Anna
+2Hi
There is currently no overview that shows quotations (or other CRM records) where the customer is added as a related account. I agree that such an overview would be useful, but we have not been able to implement it yet. It may be included in a future release.
Best regards,
Anna
Maybe this could be done by adding it as standard function Related Account column to Business Opportunities, Customer Orders and Sales Quotations views? We will most likely try to bring this information into those views through customization. Then we can follow the money, and see which related accounts attribute to how much quotes and orders.
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