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When creating a Quote, Sales Order, Purchase Order or Invoice from an existing record, can I get OpenCRM to return to that original record?

Updated: 07 March 2019 17:15:01 OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Settings OpenCRM::Settings::Additional

OpenCRM will, by default, return the user to the detail screen of the new entity when a Quote, Sales Order, Purchase Order or Invoice is created.  

It is possible to adjust the system to the method of redirecting which will return the user back to the record they came from when creating a one of these entities from a different module i.e. raising a Quote from an Opportunity.  

This can be done by going to Settings > Additional SettingsSales Module Redirect, where the following options are available:

 

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