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Service Quotation - enter contacts

Timmermans Roel
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Userlevel 5
Badge +11

Hi All,

 

This sounds like a very basic thing, but either I am having a really bad day or something else is going wrong.

According to flow 4.16.3.1 - Manage Service Quotation we should be able to enter contact after the Servir Quotation has been created and in status ‘Under preparation”.

 

Unfortunately, I’ve been looking for a place to enter contacts on my Service Quotation and either I am missing something or I am not seeing all possible tabs here but I can’t seem to find the proper section to add a customer to my Service Quotation. Anybody have any hints/screenshots what I am doing wrong?

 

Best Regards

Roel

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Best answer by Thilini Kumarasinghe 25 July 2022, 18:08

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Thilini Kumarasinghe
Rank
Userlevel 7
Badge +18

Hi Roel,

 

The contacts can be entered just below the General  - Notes section. Please refer below screen print.

Do you have any page configurations enabled to hide this section ?

 

 

Best Regards,

Thilini

www.linkedin.com/in/thilini-kumarasinghe-7ab61b78
Timmermans Roel
Rank
Userlevel 5
Badge +11

Thanks @Thilini Kumarasinghe That section is indeed invisible. I’ll pass this through to the relevant people to enable this.

 

Best Regards

Roel

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