RapidStart CRM – Accounts

The RapidStart CRM Business Central Addon adds several things to the RapidStart Account forms.

New Addition to Account Form

You will notice three new tabs, Quotes, Orders, and Invoices.

Account Form Quotes Tab

This tab displays all Business Central Sales Quotes related to this Account. Note: Orders and Invoices tabs are similar. You can view a Quote by clicking on the line.

The Popup display all information about the Quote. To view the Quote Lines, open the Lines Tab

You can view a Quote Line by clicking on the line.

Note that these records are “informational” and Read-Only. New Quotes are “Requested” from Opportunities.