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What happens to Exisiting Quotes and Estimates when you edit a Customer

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Sabrina Sentell
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If only the customer name changes, the question will not come up because that is changed automatically.
 
If any of the following are changed then you will get the question BUT only if there are quotes/estimates with the customer.
 
  • Sold To Address 1
  • Sold To Address 2
  • Sold To City
  • Sold To State
  • Sold To Zip Code
  • Ship To Name
  • Ship To Address 1
  • Ship To Address 2
  • Ship To City
  • Ship To State
  • Ship To Zip
  • Telephone 1
  • Email
  • SalesRep #1
  • SalesRep #2
  • Commission Split Percentage
 
 
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