Skip to Content
Menu
This question has been flagged

Hi,

I am looking for an option where a new project is created when a quote/sales order is accepted (converts to a invoices). 

I want the project to be created under the client or invoice number and the services from that invoices as task 


I know you can link a product / service to a project or task but that would create a new task under a pre definied project or just a new project as a whole which is not what im looking for 

Avatar
Discard
Related Posts Replies Views Activity
1
Jun 23
3513
3
Mar 23
1723
1
Nov 22
3796
2
Jun 20
3997
2
Jul 18
7535