Being unable to edit the quotation tab in client data from will happen if from time to time when you are selected on the the client list but , but not the the sales advice tab (on the left side).
This is an example of the problem that a user may run into when trying When you view an item (a client), you will not be able to edit the quotation tab (despite being in edit modebecause you are not selected on any of the Sales Advice items (from the sales advice tab).
Solution:
The easiest way Quite simply, to overcome this issue is toyou will need to navigate to the 'Sales Advice' tab on the side, and then click edit on one of the available sales advice items (or create a new item):
- Select the Sales Advice tab (after selecting the client),
- Then select the sales advice item from the list
- Select edit on the bottom right
- The quotation tab will now be available
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