I followed the simple reservation tutorial for some tips on setting up quotes/estimates for a retail setup. I am just finished but have one issue I cant solve. When I open a ticket and add item, then close.
It adds to Customer Tickets. ( as it should). If I don’ close the ticket it works as it should.
I open the ticket again and convert to quote
This works as it should
If I go back to Customer Tickets. The Customer name is still there this should be removed when converted to quote.As you can see in the image
the ticket is empty because it was converted to quote but I have to click close to remove it from Customer Tickets. Is there any way of having this removed when Quote button is clicked. Below is my action and rule for the quote button.