I am running a test upgrade of our in-house Sugar, with the view to upgrade to 7.9. I am aware that the Quotes module is no longer in BWC, and functions quite differently to what I have used for the last 3+ years.
It's great that you can create lines within the Quote straight away. However, I need to modify which fields are available to users when entering Quoted Line Items. I've looked in Studio, but I cannot see where I modify the layout for Quoted Line Items within a Quote - where can this be changed? We will need to create custom fields for this module, to reflect what we have in our 7.6 instance.
Also, I can see that various modules now have subpanels for Quoted Line Items. For example, there is a Quoted Line Items subpanel within Accounts and Opportunities - however, even if I have a Quote with Line Items, none of the line items display in these subpanels...?
I am finding the new Quotes functionality quite confusing, and cannot see any helpful articles in the knowledgebase.
If anyone has any answers or tips, I would greatly appreciate them!