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ACT 2010 - Client unable to "Create Quote" from Opportunity (Button greyed out)

Copper Contributor
Posts: 38
Country: USA

ACT 2010 - Client unable to "Create Quote" from Opportunity (Button greyed out)

Subject pretty much explains it all.

 

He is using Excel 2007, and this just recently started happening and I have no idea why it would stop working.

 

Any suggestions on where to troubleshoot first?

ACT 2010 Core Certified
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: ACT 2010 - Client unable to "Create Quote" from Opportunity (Button greyed out)

Any issues with Export to Excel or Word integration? You can also try rebuilding preferences per the manual method in KB Article 14770.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.