Apptivo allows you to customize conversion in Any app. You can now easily enable Conversion in the Estimates app by simply using the Conversion option.
- Login and access Financials→ Estimates from the Universal navigation menu bar.
- Now Click on the Settings option from the app header.
- Now click on Estimates→ Conversion from the left panel.
- The Object Conversion Overview page will open. In that select Click on the Standard Conversion button.
- Now disable the Projects app Toggle. Once you disable, the conversion will get updated.
- Now go to the Estimates Home page and click on the Overview button of any of the records.
- When you click on the Convert button, You will not find the To Projects app option.
- This is how you Customize conversion in the Estimates app.
