Hi there, another question. Normally when creating a quote I have to choose an account. But I want that a quote is to be related to a contact. I tried to change from B2B to B2C, but nothing changed. Is there a possibility to realize? I created a relation between quotes and contacts. Thx and regards Michael
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Hello Michael.
You have to remove account field from layouts and add contact.
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If you are seeking for a way of adjusting a CRM to your company’s needs, then this information about the functions of Entity Manager will be of vital importance for you.
What is Layout Manager? How can I configure it? A lot of questions and no answers? Watch the video tutorial below and get acquainted with EspoCRM’s Layout Manager.
Thanks, Tanya
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