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yelverton1 Need a SORT button for Quotes
When creating an Opportunity, you can custom sort the line items but when you create a Quote from it, the line items default back to alpha order. The ideal would be for the items to come into the Quote sorted as they are in the Opportunity. However, if this can't be done, then I need to add a SORT feature to the Quotes page so I can move the big ticket items to the top and the smaller (freebies) to the bottom. My hope is the sort order on the quotes page will hold as it creates a PDF quote template to send to the client.
Any assistance would be appreciated.
Sincerely,
Eric
I have the same problem. Does anyone have a solution to this?