Additional Option - Converting won quotes to existing ticket
I noticed when winning a quote, it only allows us to create a new ticket (Autotask), however sometimes we may want to push the charges into an existing ticket by targeting the ticket number. Not sure if this is a feature already?
Consolidated into: Convert approved quotes into Autotask tickets, projects and contracts
Status: Closed
Log in to comment and vote
No comments yet
Be the first to share your thoughts.