You can create a quote from a ticket, but after you do that, you can't add the charges on that quote to the ticket it was created from... Am I missing some hidden option somewhere?
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Quote - Add charges to existing ticket
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lpopejoy
- 942
Quote - Add charges to existing ticket
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Support Team
- 7558
Re: Quote - Add charges to existing ticket
Yes, you are missing something here :-)
You should convert the Quote to Charges. Then, during the process and as this Quote was originated from a specific Ticket you will see another check-box at the bottom of the conversion Window:
"Link Charges to the Ticket the Quote was create from (Ticket 0500-1234)"
When checked the new Charges will be added under the original Ticket.
It is checked by default so there's nothing you actually need to do.
Hope this helps.
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lpopejoy
- 942
Re: Quote - Add charges to existing ticket
Wow! Answer more of my questions like that. :)
I'm going to have to see why this isn't being done!
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