Quotes sent not showing in Opportunity Activies anymore

[Unreal51North]

Hi,

We're noticing that when sending a quote by email (and having an opportunity assigned to the quote), the email is not showing in the opportunity Activities Panel anymore like it used to be. This was a very important feature for keeping track of the quotes sent for a specific opportunity. Is there a way to re-enable that behavior?

It seems like it stopped at the same like as our e-mail placeholders picking up infos from the Opportunity as the "parent" got broken. (see my other post https://forum.espocrm.com/forum/gene...e-last-updates).

Many thanks!

[victor]

Hi Unreal51North,

In order for information about the Quote sent by email to appear in the History panel of your Opportunity (from which this Quote was created), you need to select Opportunity for the Parent field of the email you are creating when Sent in Email.

However, you can simply monitor the Account (which is related to both Opportunity and Quote). So, in the Account, the History panel will display both emails where the Parent is Opportunity and emails where the Parent is Quote.

[yuri]

Unfortunately, functionality was deliberately changed. Setting emails sent from Quote to Opportunity was a wrong choice.

[Dave B]

We have encountered the same issue with Invoice emails no longer appearing in the History pane of Opportunities - very inconvenient

[yuri]

It's a trade off. It enabled placeholders for the current entity, which is how it was supposed to work. "Very inconvenient" is disheartening to hear, does not facilitate participating on the forum. Many users don't use opportunities in this context. If this behavior is important for you, you can utilize a formula script to change the parent to the Opportunity.