Allow PO and Quote/SO in CRM to map to Books as PO and Estimate
If you create a PO in CRM you need to create it again in Books and it should automatically map over. Same goes for a Quote as an Estimate or an SO. Or at least be given the choice to avoid duplication of entries.
8
votes
Stephen J. Lalla
shared this idea
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Aashiti
commented
+1
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JJ Smal
commented
Agree. Makes no sense to use Opportunities as there are no details whatsoever on that - with a Quote/SO you'll have the products listed out which can then be presented on the Estimate/Invoicd