How to generate quote statement by click on a button?

Antwoord How to generate quote statement by click on a button?

  • Tuesday, July 31, 2012 4:52 AM
     
     

    Hi,

    I'm customising my office CRM. I would like to customise an entity form like the diagram given below. I want to generate a quote using a template and it has to be generated by click of a button in the form.

    My question is

    1. How can i add a button in the form and ask it to perform quote generation function.

    2. Is it possible for me to use existing office template for quote generation on CRM.

    It would be very useful if you give the solution. Thanks in advance.

    Venkat

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