u/colmwhelan

When a quote has been accepted by the customer and converted to a sales order, there is a button called "Add to Project" beside many of the billable items (perhaps all). When I click that button and search for the name of an existing project that is open, for the same customer and the same site and is of the ticket type project, the search returns no results.

In my admittedly limited testing, this is true for all clients, all sales orders, and all projects.

Does anyone know where I should be looking to try and solve this?

I see AvePoint Fly recommended regularly for various 365 migration scenarios. We have a small client where four staff are being hived off into their own thing. I need to migrate 4 mailboxes and 4 personal One Drives. We don't care about Teams. There's a single SharePoint site, but the amount of data is so small we're just going to move it manually.

Could anyone recommend what licences I need in this scenario, please? I'm just going to buy whatever I need through Pax8, but there are so many AvePoint products in there that I really have no clue what I'm looking at.

Grateful for any assistance.

EDIT: misspelling.

EDIT: our new Pax8 rep has been in contact and is assisting. A positive experience so far.