Vantage - Dashboard Action to pre-populate Quote Entry Screen

Does anyone know what I can try for this?

I want to be able to select a customer in the dashboard and be able to add a process link so when the customer is selected I can go to Actions and add a quote. When the quote Entry screen opens, I want it to be pre-populated with the Cust ID and Customer Details so more details can be added to the quote without having to retype the cust ID back in.

Im sure it is do-able, Im just not sure how to do it.

Thanks.




________________________________
From: Chris Thompson <chriselectrix@...>
To: vantage@yahoogroups.com
Sent: Tuesday, 6 October, 2009 15:03:13
Subject: [Vantage] Vantage - Dashboard Action to pre-populate Quote Entry Screen

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I have created a dashboard containing customer addresses.

I want to be able to add an Action or a right click which will allow me to select a customer in the dashboard and either right click or go to Actions and 'Add Quote' which will display the Quote Entry screen but pre-populate it will the cust ID and customer's address.

I have seen a similar thread before but can't find it again.

Send instant messages to your online friends http://uk.messenger .yahoo.com

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
I have created a dashboard containing customer addresses.

I want to be able to add an Action or a right click which will allow me to select a customer in the dashboard and either right click or go to Actions and 'Add Quote' which will display the Quote Entry screen but pre-populate it will the cust ID and customer's address.

I have seen a similar thread before but can't find it again.

Send instant messages to your online friends http://uk.messenger.yahoo.com

[Non-text portions of this message have been removed]