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Found 14 results

  1. By default, the quote module create quote by name like #1004 #1005, that always confuse me. Need improvement can revise the name when I am creating it.
  2. I would like to have a quote with two sections of line items. One section will have line items associated with software and a subtotal at the end of that section. Then a section of line items for Services and its related subtotal at the end of the section. The at the end have a total of both sections. Please see attached image for a sample of what I am trying to do. Is this possible via Web interface? If not, any one knows what file(s) need to be changed?
  3. I would like to have a quote with two or more sections of line items. One section will have line items associated with software and a subtotal at the end of that section. Then a section of line items for Services and its related subtotal at the end of the section. Then at the end have a total of both sections. Please see attached image for a sample of what I am trying to do.
  4. Hi, How can I change what is emitted for the line items field from Quote Template and set conditions for field placeholder? How can I change the "Comments" column heading to something else? Which default code/script file can I customize and place in the custom dir? I have done this with the Quote module label, so the comments label is changed on the frontend. But it doesn't seem to changed for the template. Also the price in the line items includes the currency, I would to remove the currency. Please let me know which code file to edit? Or how to configure to remove currency from the fron
  5. Hi, I would like to customize the quote line field as follows Change the "Comments" to another field name/label Add Date of Sale column for quote/invoice line itemI understand this is not possible to customise from the frontend. If so how is it possible to achieve this from the backend code or database? Also how to ensure the customisation remains intact after every X2 Engine update? What code/DB can be edited to do this?
  6. I have just started using this CRM software and despite it being a little tricky, i am getting there. I am just trying to create a template document and when it displays the 'invoice lines' i am getting the following displayed: £1022.50 I have searched the forums and added a few bits of code which was recommended. I shouldn't have to do a download as this was only installed yesterday?!?! Please help if you can. Thanks.
  7. Hi There, I'm having a small issue getting confirmation sending an email using x2engine. I've setup 4.1.4 where I can email a quote to customers using SMTP with authentication. The email goes through no problem. However, the processing icon keeps on "thinking" and there is no confirmation that email was sent. Please see attachedment. Can you help? Thanks, Robert Keir
  8. A complete X2 noob here! I'm building a new quote form. I created a new module and have created and added the fields I need. What I'm struggling with is how to enable the 'add additional line' function that the standard quote form uses. Does anybody know how this is done? Thanks,
  9. Dear All, I need help. I don't know why the option to choose the quote template is disappear. Before, everytime I create quote, there is a dropdown menu to choose which template I want to use. but right now the dropdown is disappear. how can i get it back? thanks
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  11. I believe I've found a bug in the quote item list interface related to looking up products while typing in the comments field. In a quote, you can look up a product by typing in the "comments" field. It is connected to product->Description and will create a drop down of with matching products. If you select an item from the drop down then the other quote line item fields on that row remain blank. By contrast, the quote "Line Item" field is also searchable but works correctly, when you select an item from the drop down all item list fields on that line are filled out. Is it possible this
  12. I have just installed X2Engine and I am having problems in generating quotes. When I create a quote I add the products for that quote. The products prices are retreived correctly, but when I save the quote product prices for that quote change. I am using Mexican Pesos for currency and Spanish for language. I am attaching the quote form before and after saving. Thank you
  13. Been searching the forum but cannot find the fix. When I go to the "ADD QUOTE" page (or "EDIT QUOTE" for that matter) I cannot add products. I click the link but nothing happens. I have products populated and active. Any suggestions? I am using version 2.8.1 EDIT: Yes, Javascript is enabled on my browser. I have tried this in Chrome, Firefox, IE, and Safari. All with the same results.
  14. Hello? Is possible to add to the calendar The Actions I Create? When I create an Action Whit a Due Date Nothing is shown on Calendar. The Same question for Quotes. when I Create a Quote with an expiration date Nothing is Shown on Calendar? It is possible that Quotes go to calendar? Finally, When I Update a Quote as Won , Can This create an Opportunity automatically? Thank you
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