Hi All

I have been experimentng with this with no real success. I want to add a button to the opportunities "Quotes" page in CRM 7.1.g. Currently the existing buttons are "New Quote" and "Promote to Order"

On click of this new button I want to execute a server side program that will manipulate the quotes listed on the page and possible create a new quote - lets call it a quote consolidation button

I imagine that I will need to pass the accpac database and the opportunityID from the current context

We can assume that Sage 300 ERP will be installed on the same server as the CRM

What will be the simplist approach to achieving this?

Thanks

1. Go to Administration | Advance Customization | Button Group

2. Click on new button

3. Enter name and select action as quotes

4. Click on save button. This will add button group.

5. Now click on button group name you added.

6. Add a button to your button group E.g. Quote Consolidation

7. Select action as customfile and enter asp file name which contains your logic in custom file field.

8. Click on save button.

Thanks Dinesh

It's not that I don't know how to add a button - rather I have not figured out how to add a button to the "Quotes Summary" screen that shows up under the quotes tab in an opportunity. There is something different about these screens that use Tomcat.

And assuming that I will be able to add a button (still looking for advice on this), I suspect the more complicated part of this will be the execution of a server side program, like an accpac macro, to perform the consolidation.

Still looking for the silver bullet :-)