I think this is a bug. If I copy an estimate and then try and change the customer it basically won’t let me import the new customer details, including the contact. Just seems to keep the old customer contact details. As a result I believe I have just sent an estimate to the wrong customer.
Unless I am missing something it seems like a little bug. Just a pain to have to rewrite the estimate.
Thanks
Hi @ukprop
I’ve tried to replicate this, but unfortunately I’ve not been able to.
Are you able to give us a few steps to ensure we’re looking at the right part and taking the same steps as you, please?