Does anyone know how to see the "Quote" option und...
# generalf
Fernand Gonzales
10/12/2022, 8:45 PMDoes anyone know how to see the "Quote" option under the actions list under customer records? We can see everything except the "Quote" option on there!
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Tristan Day
10/12/2022, 8:52 PMCan you see "Estimate"?
Tristan Day
10/12/2022, 8:53 PMrenaming estimate (default term) to quote is a thing for some customers
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Fernand Gonzales
10/12/2022, 10:03 PMThanks! I will check
Fernand Gonzales
10/12/2022, 10:48 PM@Tristan Day unfortunately, I wasn't able to find it 😞
Fernand Gonzales
10/12/2022, 10:48 PMDo you know why it's not showing on here?
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RJMNS
10/12/2022, 11:01 PMI don't think it's necessarily on by default. You may have the check the box in Enable Features. This is assuming you're an Admin and/or have the proper permissions to see Estimates/Quotes. If you're not an Admin, it could be a permissions thing.
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Tim_Pedersen
10/13/2022, 7:08 PMOr see if you can find estimates/quotes as an option under the "Personalize" button at the bottom of that pop up.
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