contact not showing when i try start a new quote , contact is in contact list when i search
I search under contact list it is there but not when i go to quote and put contact name in
Hi speacialbranch,
Thank you for your post.
It sounds like you're experiencing some trouble with contacts not showing up when you try to start a new quote, even though they appear in the contact list when you search. Kindly try to troubleshoot by logging out of the file and clearing your browser cache before logging in again. If it doesn't work, please try a different browser, and ask other users of the file to test if they can create a quote with that customer without any issue.
Feel free to respond if you need further assistance.
If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.
Cheers,
Princess
