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 Passing order number to Connectwise
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ggntt
New Member

7 Posts

Posted - 12/15/2017 :  12:22:00  Show Profile
Hi all

When an quote is created, QW passes the Doc number of the quote over to Connectwise so it appears there in the opportunity (in the subject). Anyone know how to include the AAAO number (order number) also when its converted to an order ?

That way WON opportunities in CW could have the Quote # and Order # for completeness.

When we complete the ticket we then know the order number to convert to invoice.

Thanks
ggntt

MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 12/18/2017 :  06:21:26  Show Profile  Visit MattPrestige's Homepage
Tricky, as the CW opportunity name is fixed once created.
I'm thinking we'd need to hold the order number in a custom field (when created) and create a new CW opportunity.

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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