Quotes: Got it customized, but still can't get what realy is desir

Utilizing CRM 1.2, strictly adhering to the customizations approved by
Microsoft, I customized quotes and was able to generate what I want.

Thoguh all calculations and product details are to my expectations, but
still not what i want it to be.

I am looking forward to be able to print quotes from the CRM itself.
This involves the following, which I am unable to do...:

1.) How to include company logo etc.
2.) Product details are shown in a different tab and do not come up when i
click print preview, how to incluide oproduct details and detailed pricing on
the quote print layout?
3.) All customizations I did to quotes appear under different tabs under
quotes; like Products etc. How to get them all appear on one page itself.

Please help!
thanks
g

MattNC
Tue Dec 21 12:09:09 CST 2004

This is becoming one of the most frequently posted dilemmas on this
newsgroup! My canned response: Create a crystal report that is formatted
exactly the way you want it to be, with logos, product info, etc. Include
parameters in the report and add an ISV button to the quote form to launch
the report so that the end user can click the button, select the parameter,
and have a nicely formatted quote.

As far as getting the products info on the same left tab as the quote info,
unfortunately that is not possible.

Matt Wittemann
http://icu-mscrm.blogspot.com



"Gautam Sachdev" wrote:

> Utilizing CRM 1.2, strictly adhering to the customizations approved by
> Microsoft, I customized quotes and was able to generate what I want.
>
> Thoguh all calculations and product details are to my expectations, but
> still not what i want it to be.
>
> I am looking forward to be able to print quotes from the CRM itself.
> This involves the following, which I am unable to do...:
>
> 1.) How to include company logo etc.
> 2.) Product details are shown in a different tab and do not come up when i
> click print preview, how to incluide oproduct details and detailed pricing on
> the quote print layout?
> 3.) All customizations I did to quotes appear under different tabs under
> quotes; like Products etc. How to get them all appear on one page itself.
>
> Please help!
> thanks
> g
>
>