Settings and activity
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43 votes
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Isabel Gamino
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An error occurred while saving the comment Isabel Gamino
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Quote - Contact Info
Include the ability to add the contact email address and phone number to the quote form.
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14 votes
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32 votesIsabel Gamino
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22 votesIsabel Gamino
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New Quote Form - Contacts link
There is a difference between the functionality of new quote page and the old one.
On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.
On the new form, after you save the quote, the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link to the contact info from within the form - anywhere on the page. It is cumbersome to add the email address and phone number, requiring you to leave the Quote - go to Contacts - then come back to the Quote.
For a business that emails quotes to new contacts regularly - this is a real snag.
Can the Product team simply match the functionality of the contact name process to what the old for did? Just add the contact hyperlink as it used to be... or provide an alternate way to add Contact Email and Phone.
There are some nice things about the new quote form, but this issue is problematic... and it seems like it could be quickly and easily remedied.
Please help us here... Thanks.