Another quote related question in Smart Projects.
First of all, there is no date sent field other than 'created on' field. That would be helpful since sometimes these dates are different.
But my real question here is about how we use the 'created on' field. Sometimes we send out a quote and the client doesn't want to approve it for a few weeks or even months. By that point, the client has asked us to update the date field. The 'created on' date isn't editable. So, our option seems to be - reject the quote, clone the opportunity (or just duplicate the quote), and then create new receivables so a newly created date can be used. However, since duplicated quotes don't duplicate the receivables, then we have to duplicate that work.
1) Is there another option to update a created on date? Does it have to be another custom field?
2) Is there a way to copy existing receivables onto a new quote?
3) And of course, are others seeing this issue?
Customer support service by UserEcho