All,
I have 6 types of quotations created. When I click create quotation, I was getting all six of them till last night. Now it's down to two. I have looked the logical links in navigation bar profile. Nothing was changed. I'm new to CRM and this is the first issue I'm working on.
Can someone please explain the process of how a transaction type get's populated as soon as I click on create web UI? I'm very confused and trying understand how the things get mapped. We on CRM 2007. Please give me detailed step by step instructions. I have already looked at other threds and followed the steps. I couldn't find anything wrong or different.
My web page has
1) Home, sales operations (Has second lead navigation) Create (quote, lead, opportunity). Search (quote, lead, opportunity) only. In my business role work centers has home, SLS-home and SLS-Admin have inactive and delete fllags unchecked.
The remaining work centers has inactive flag checked and not delete -- What does it means?
Thanks,
Sri