09-17-2010 11:43 PM
This feature doesn't seem to be working in the demo database.
The portion of the quote that is suppose to be in Excel does not appear on the quote document.
The quote in Word has a box with what looks like a temp file. It has "tempd214.xlsx. I right-clicked on this image and selected Packager Shell Object Object - - > Activate contents. The spreadsheet portion of the quote, opened in Excel, but it would not display in the word document for the quote.
I am using Word and Excel 2010.
Any help would be greatly appreciated.
09-29-2010 01:03 PM
10-04-2010 06:06 PM - edited 10-04-2010 06:45 PM
Hi M Scott,
I'm not sure that I understand what you are saying because the export option on the contact list view is a straight dump to excel.
The opportunity quote feature create a word doc that is suppose to have an embedded excel spreadsheet in it.
Are you able to create an opportunity quote?