This App allows you to see what products a customer has been buying, directly from the CRM Quote screen, and add those products to the quote.
The App adds a "Customer History" button to the CRM Quote Entry screen.:
Click on the "Sales History" button to open the "Sales History Search" screen.
Enter the quantity for each product in the lower part of the form and click the "Add to Sales Order" button.
A confirmation message appears to confirm the products have been added to the Quote.