CRM does not sync quotes with quotes tab in WHMCS

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CRM does not sync quotes with quotes tab in WHMCS

Postby travis102 » 4th August 2015, 10:03 pm

We have found that if you create a client from CRM AFTER you have created the lead and the quote, that the quote does not show up under the quotes tab in WHMCS.

We would like this section of WHMCS and CRM to sync up for consistency.

See attached html example (it contains screen shots of the issue).

crm quotes Combo.png
crm quotes Combo.png (159.87 KiB) Viewed 688 times
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Re: CRM does not sync quotes with quotes tab in WHMCS

Postby Joanna » 5th August 2015, 12:07 pm

The synchronization will be improved in the upcoming update of CRM For WHMCS. At this time, reassigning a client should resolve your problem.
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