snake Posted February 11, 2014 Share Posted February 11, 2014 reported and confirmed as a bug this week. issue: unable to create quotes for existing customers using exisitng products/services. to re-produce. select existing client create a new quote for this client attempt to add an existing product or service to the quote product is not added, instead a new quote is created. 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted February 11, 2014 Share Posted February 11, 2014 the way around this, and v5.2 was the same, is after you've selected the existing client from the dropdown, press "Save Changes"... and then carry on adding your predefined products etc and everything should be ok. 0 Quote Link to comment Share on other sites More sharing options...
snake Posted February 11, 2014 Author Share Posted February 11, 2014 thanks for the work around 0 Quote Link to comment Share on other sites More sharing options...
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