Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Activities and Tasks Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.4 Create Menu - Activity - Quotation This page describes the 'Quotation' function on the Create menu in the Activity record window. If you are using iOS or Android, the 'Quotation' function is on the + menu.--- The 'Quotation' function allows you to create a Quotation from an Activity quickly and easily, without the need to change to the Quotations module and open the Quotation register. For example, from the 'Communication Centre' window, you might call a Contact or answer a call. A new Activity will be created when the call is answered. If the Contact requires a Quotation, save the Activity and then select 'Quotation' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The Activity window will be closed, and the following window will open, allowing you to create a new Quotation: Please refer here for details about processing a Quotation. The Activity and the Quotation will be connected to each other through the Link Manager and Workflow Manager. When reviewing the Activity, you can return to the Quotation quickly and easily using the Link Manager, while you can open the Activity from the Quotation using the Workflow Manager. If the function does not create a Quotation, the probable causes are:
Activities and Tasks in Standard ERP:
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