Hi,
In the Opportunities Screen, after the Create Quote button is clicked, the pop-up below appears with the option to create a Sales Quote displaying by default. The client would prefer for this to show Project Quote by default since the majority of their quotes are project ones, and some of their staff have mistakenly created Sales Quotes instead of Project Quotes as they forgot to change the dropdown value in the image below.
Is it possible to change the default value that appears in this pop-up screen? Or should they just double-check this value before proceeding with the quote creation?
Kind regards,
Andrew
