• Cannot create more tasks from Quote Form

    By Arun Samudrala 2 decades ago

    First thing let me say, this is a great application and you did an excellent job in it. This is a very useful application for any enterprise using Lotus Notes.

    I see that you mentioned we can create more tasks from Quote Form but i don't see any options to create from, and also it would be nice if you can expand Project Task in more detail to add who is working on what task and attach any files..etc. One more thing..in your screenshots i see the you have an icon called "Reports" is that comes with next release too.?

    • Creating tasks from quote

      By Yoofi E Ocran 2 decades ago

      Sorry I didn't respond to this post in time. I'm not sure why you cannot create more tasks. You should just be able to select the project/quote and continue to add additional tasks (only 5 tasks can be added at a time). Perhaps you can walk me through the steps and what screen you are on.



      The reports is something that I'm holding off on until I get a feedback on what types of reports that the user would like to see.



      Let me know if your problem persists.



      Thanks.