Jump to content

Allow changing account listed on opportunity as it prevents deletion of duplicate account created by quotewerks

Matt Holmes

Recommended Posts

speaking of opportunities, it would be good to be able to change the Account listed on an opportunity.  We use QuoteWerks to create our quotes. We have had issues where someone creates a quote and it adds another Account instead of using one that already exists.  Being able to change the Account on the opportunity and then delete the duplicate Account would be great.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...