All,
We have multiple scenarios (bids for one of them) where we need to make a duplicate quote, BUT would also like to bring over the attachments to the quote (or the URL Pointers to where they are). There is almost never a time when we would duplicate a quote that has attachments, that we would not want to carry them over to the duplicate quote for reference.
Currently, when you duplicate a quote, there is no option to retain the attachments.
Have any of you done this, can you point me in the right direction for our IT developer to start?
TIA!
Joe