Calendar - Quote Follow Up
  • jamesc323
    Posts:21
    Joined:Thu Jul 22, 2010 9:43 pm
    Calendar - Quote Follow Up

    by jamesc323 » Fri Aug 22, 2014 12:55 pm

    Selected a required date for a Purchase Order for tomorrow.... changed calendar to view the calendar for the sales person, but the follow up for the quote did not appear, check the settings for calendar for the different reminders, and follow up was checked.... anything else I should check?
  • COBS Tech Support
    Posts:683
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Sat Aug 23, 2014 11:17 am

    When you have the calendar open did you select View|Calendar Entities. And then check that "Quotations Open" and/or "Quotations Accepted" are ticked?

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